Asset Allocation

As of June 30, 2025.
Type % Net
Cash -78.55%
Stock 40.12%
Bond 137.1%
Convertible 0.00%
Preferred 0.00%
Other 1.29%
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Market Capitalization

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

% Developed Markets: 183.7%    % Emerging Markets: 0.01%    % Unidentified Markets: -83.74%

Americas 175.9%
174.1%
Canada 0.78%
United States 173.3%
1.78%
Mexico 0.01%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.66%
United Kingdom 0.30%
4.36%
Denmark 0.95%
France 0.02%
Ireland 2.64%
Italy 0.38%
Netherlands 0.29%
Switzerland 0.07%
0.00%
0.00%
Greater Asia 3.20%
Japan 3.20%
0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region -83.74%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
99.41%
Materials
0.00%
Consumer Discretionary
0.13%
Financials
0.00%
Real Estate
99.28%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.59%
Non Classified Equity
0.43%
Not Classified - Non Equity
0.15%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 83.93%
Corporate 0.99%
Securitized 14.94%
Municipal 0.00%
Other 0.14%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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