Asset Allocation

As of June 30, 2025.
Type % Net
Cash 19.33%
Stock 27.43%
Bond 26.43%
Convertible 0.00%
Preferred -0.55%
Other 27.35%
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Market Capitalization

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

% Developed Markets: 66.44%    % Emerging Markets: 0.08%    % Unidentified Markets: 33.49%

Americas 58.29%
57.36%
Canada 0.38%
United States 56.98%
0.94%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.02%
United Kingdom 0.48%
4.53%
Belgium -0.09%
Denmark 0.02%
Finland 0.36%
France 0.66%
Germany 0.42%
Ireland 0.94%
Italy 0.86%
Netherlands 0.33%
Norway 0.04%
Portugal 0.00%
Spain 0.17%
Sweden 0.07%
Switzerland 0.68%
0.00%
0.01%
Israel 0.02%
South Africa -0.01%
Greater Asia 3.20%
Japan 2.45%
0.49%
Australia 0.34%
0.17%
Hong Kong 0.12%
Singapore 0.05%
0.09%
China 0.09%
Unidentified Region 33.49%

Bond Credit Quality Exposure

AAA 0.00%
AA 9.83%
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 90.17%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
19.13%
Materials
-0.70%
Consumer Discretionary
7.51%
Financials
16.33%
Real Estate
-4.01%
Sensitive
23.17%
Communication Services
2.25%
Energy
0.30%
Industrials
9.85%
Information Technology
10.77%
Defensive
2.37%
Consumer Staples
-2.55%
Health Care
7.08%
Utilities
-2.16%
Not Classified
55.33%
Non Classified Equity
1.50%
Not Classified - Non Equity
53.83%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 99.99%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.01%
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Bond Maturity Exposure

Short Term
96.87%
Less than 1 Year
96.87%
Intermediate
3.13%
1 to 3 Years
3.13%
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 June 30, 2025
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