Asset Allocation

As of June 30, 2025.
Type % Net
Cash 33.48%
Stock -30.82%
Bond 83.62%
Convertible 0.00%
Preferred 10.04%
Other 3.68%
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Market Capitalization

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

% Developed Markets: 94.28%    % Emerging Markets: 0.23%    % Unidentified Markets: 5.49%

Americas 93.83%
92.49%
Canada 0.74%
United States 91.75%
1.34%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.34%
United Kingdom 0.00%
-0.02%
Denmark 0.50%
Ireland -0.52%
0.00%
0.36%
Israel 0.36%
Greater Asia 0.34%
Japan 0.00%
0.11%
Australia 0.11%
0.00%
0.23%
China 0.16%
India 0.07%
Unidentified Region 5.49%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.14%
A 0.00%
BBB 3.40%
BB 6.20%
B 1.17%
Below B 1.28%
    CCC 1.28%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.08%
Not Available 85.74%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
12.99%
Materials
3.77%
Consumer Discretionary
16.31%
Financials
-7.27%
Real Estate
0.17%
Sensitive
78.03%
Communication Services
23.58%
Energy
5.48%
Industrials
10.16%
Information Technology
38.81%
Defensive
53.85%
Consumer Staples
1.04%
Health Care
44.30%
Utilities
8.51%
Not Classified
-44.87%
Non Classified Equity
-7.94%
Not Classified - Non Equity
-36.93%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 2.71%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 97.29%
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Bond Maturity Exposure

Short Term
19.67%
Less than 1 Year
19.67%
Intermediate
79.11%
1 to 3 Years
25.95%
3 to 5 Years
46.26%
5 to 10 Years
6.91%
Long Term
1.21%
10 to 20 Years
0.00%
20 to 30 Years
1.21%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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