Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 74.95%
Bond 9.75%
Convertible 0.00%
Preferred 0.17%
Other 15.13%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 84.64%    % Emerging Markets: 0.00%    % Unidentified Markets: 15.36%

Americas 85.89%
80.75%
Canada 3.85%
United States 76.90%
5.14%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe -1.37%
United Kingdom 0.20%
-1.82%
Ireland -1.82%
0.00%
0.25%
Israel 0.25%
Greater Asia 0.11%
Japan 0.00%
0.00%
0.11%
Singapore 0.11%
South Korea 0.00%
0.00%
Unidentified Region 15.36%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
B 42.77%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 57.23%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
9.47%
Materials
-2.03%
Consumer Discretionary
5.79%
Financials
5.27%
Real Estate
0.44%
Sensitive
7.82%
Communication Services
4.87%
Energy
-3.43%
Industrials
5.57%
Information Technology
0.82%
Defensive
10.63%
Consumer Staples
5.79%
Health Care
2.96%
Utilities
1.87%
Not Classified
72.08%
Non Classified Equity
72.08%
Not Classified - Non Equity
0.00%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 18.98%
Corporate 42.77%
Securitized 0.00%
Municipal 0.00%
Other 38.25%
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Bond Maturity Exposure

Short Term
21.43%
Less than 1 Year
21.43%
Intermediate
78.57%
1 to 3 Years
0.68%
3 to 5 Years
23.42%
5 to 10 Years
54.47%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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