Asset Allocation

As of March 31, 2025.
Type % Net
Cash -3.35%
Stock 51.86%
Bond 49.50%
Convertible 0.00%
Preferred 0.40%
Other 1.58%
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Market Capitalization

As of March 31, 2025
Large 72.37%
Mid 18.42%
Small 9.21%
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Region Exposure

% Developed Markets: 114.4%    % Emerging Markets: 8.72%    % Unidentified Markets: -23.10%

Americas 90.97%
85.22%
Canada 0.55%
United States 84.66%
5.75%
Argentina 0.40%
Brazil 1.95%
Chile 0.07%
Mexico 1.04%
Peru 0.66%
Venezuela 0.03%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.83%
United Kingdom 6.21%
14.02%
Austria 0.35%
Belgium 0.11%
Denmark 0.10%
Finland 0.41%
France 1.08%
Germany 0.37%
Greece 0.18%
Ireland 2.58%
Italy 1.64%
Netherlands 0.71%
Norway 0.46%
Spain 2.14%
Sweden 0.48%
Switzerland 3.20%
1.22%
Czech Republic 0.10%
Poland 0.53%
Turkey 0.19%
2.39%
Egypt 0.13%
Israel 0.88%
Saudi Arabia 0.17%
South Africa 1.21%
Greater Asia 8.31%
Japan 2.85%
0.72%
Australia 0.72%
2.89%
Hong Kong 1.09%
Singapore 0.19%
South Korea 0.54%
Taiwan 1.08%
1.85%
China 1.26%
Indonesia 0.48%
Malaysia 0.11%
Unidentified Region -23.10%

Bond Credit Quality Exposure

AAA 21.63%
AA 55.09%
A 2.29%
BBB 6.59%
BB 2.84%
B 0.70%
Below B 5.82%
    CCC 1.91%
    CC 2.51%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 1.39%
Not Rated 1.35%
Not Available 3.71%
Short Term 0.00%
As of March 31, 2025
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Stock Sector Exposure

Cyclical
38.27%
Materials
4.70%
Consumer Discretionary
7.34%
Financials
17.58%
Real Estate
8.65%
Sensitive
31.49%
Communication Services
6.12%
Energy
7.63%
Industrials
8.16%
Information Technology
9.58%
Defensive
27.48%
Consumer Staples
12.40%
Health Care
11.47%
Utilities
3.62%
Not Classified
2.76%
Non Classified Equity
1.70%
Not Classified - Non Equity
1.06%
As of March 31, 2025
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Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 30.13%
Corporate 10.72%
Securitized 58.00%
Municipal 0.07%
Other 1.08%
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Bond Maturity Exposure

Short Term
1.77%
Less than 1 Year
1.77%
Intermediate
30.78%
1 to 3 Years
6.46%
3 to 5 Years
8.19%
5 to 10 Years
16.14%
Long Term
48.35%
10 to 20 Years
13.14%
20 to 30 Years
11.81%
Over 30 Years
23.40%
Other
19.10%
As of March 31, 2025
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