Asset Allocation

As of June 30, 2025.
Type % Net
Cash 7.82%
Stock 48.32%
Bond 35.10%
Convertible 0.00%
Preferred 0.85%
Other 7.91%
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Market Capitalization

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

% Developed Markets: 79.31%    % Emerging Markets: 7.14%    % Unidentified Markets: 13.55%

Americas 67.80%
64.96%
Canada 5.98%
United States 58.98%
2.84%
Argentina 0.17%
Brazil 0.39%
Chile 0.63%
Colombia 0.15%
Mexico 0.60%
Peru 0.22%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.52%
United Kingdom 1.75%
3.56%
Austria 0.01%
Belgium 0.03%
Denmark 0.03%
Finland 0.01%
France 0.68%
Germany 0.14%
Greece 0.00%
Ireland 0.63%
Italy 0.27%
Netherlands 0.63%
Norway 0.00%
Portugal 0.01%
Spain 0.62%
Sweden 0.07%
Switzerland 0.20%
0.40%
Czech Republic 0.00%
Poland 0.14%
Russia 0.00%
Turkey 0.23%
5.80%
Israel 0.30%
Nigeria 0.02%
Qatar 4.80%
Saudi Arabia 0.00%
South Africa 0.49%
United Arab Emirates 0.03%
Greater Asia 7.13%
Japan 0.22%
1.47%
Australia 1.31%
1.69%
Hong Kong 1.08%
Singapore 0.35%
South Korea 0.02%
Taiwan 0.17%
3.75%
China 0.84%
India 1.37%
Indonesia 0.38%
Kazakhstan 0.00%
Malaysia 0.01%
Pakistan 0.00%
Philippines 1.07%
Thailand 0.01%
Unidentified Region 13.55%

Bond Credit Quality Exposure

AAA 3.20%
AA 31.07%
A 4.48%
BBB 12.60%
BB 9.60%
B 4.96%
Below B 1.27%
    CCC 1.18%
    CC 0.07%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.00%
Not Available 32.83%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
18.30%
Materials
9.31%
Consumer Discretionary
1.57%
Financials
6.34%
Real Estate
1.09%
Sensitive
30.92%
Communication Services
1.88%
Energy
3.37%
Industrials
14.13%
Information Technology
11.55%
Defensive
7.00%
Consumer Staples
1.05%
Health Care
1.10%
Utilities
4.85%
Not Classified
43.78%
Non Classified Equity
0.37%
Not Classified - Non Equity
43.41%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 40.83%
Corporate 26.66%
Securitized 3.69%
Municipal 0.27%
Other 28.56%
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Bond Maturity Exposure

Short Term
21.67%
Less than 1 Year
21.67%
Intermediate
73.30%
1 to 3 Years
23.78%
3 to 5 Years
31.41%
5 to 10 Years
18.11%
Long Term
4.68%
10 to 20 Years
1.88%
20 to 30 Years
1.49%
Over 30 Years
1.31%
Other
0.36%
As of June 30, 2025
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