Asset Allocation

As of March 31, 2025.
Type % Net
Cash -0.81%
Stock 22.78%
Bond 19.87%
Convertible 0.00%
Preferred -0.86%
Other 59.01%
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Market Capitalization

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

% Developed Markets: 41.10%    % Emerging Markets: 0.47%    % Unidentified Markets: 58.42%

Americas 33.55%
32.14%
Canada 0.42%
United States 31.73%
1.41%
Brazil 0.07%
Chile -0.08%
Mexico -0.02%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.01%
United Kingdom -1.02%
4.91%
Belgium 0.53%
Denmark -0.03%
Finland 0.40%
France -0.23%
Germany 1.50%
Ireland 0.49%
Italy 0.94%
Netherlands -0.79%
Norway 0.29%
Portugal 0.00%
Spain 0.76%
Sweden 0.11%
Switzerland 0.20%
0.00%
0.12%
Israel 0.05%
South Africa 0.07%
Greater Asia 4.02%
Japan 2.50%
0.49%
Australia 0.46%
0.32%
Hong Kong 1.41%
Singapore -1.11%
Taiwan 0.02%
0.71%
China 0.71%
Unidentified Region 58.42%

Bond Credit Quality Exposure

AAA 0.00%
AA 3.16%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
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 96.84%
Short Term 0.00%
As of March 31, 2025
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Stock Sector Exposure

Cyclical
14.62%
Materials
-7.71%
Consumer Discretionary
-5.06%
Financials
30.45%
Real Estate
-3.06%
Sensitive
12.89%
Communication Services
8.47%
Energy
-1.47%
Industrials
0.46%
Information Technology
5.44%
Defensive
5.10%
Consumer Staples
1.00%
Health Care
0.91%
Utilities
3.19%
Not Classified
67.39%
Non Classified Equity
-1.09%
Not Classified - Non Equity
68.48%
As of March 31, 2025
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Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
99.60%
Less than 1 Year
99.60%
Intermediate
0.40%
1 to 3 Years
0.40%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
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 March 31, 2025
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