Asset Allocation

As of June 30, 2025.
Type % Net
Cash 3.69%
Stock 33.56%
Bond 58.11%
Convertible 0.00%
Preferred 6.56%
Other -1.92%
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Market Capitalization

As of June 30, 2025
Large 0.81%
Mid 1.92%
Small 97.27%
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Region Exposure

% Developed Markets: 93.89%    % Emerging Markets: 0.08%    % Unidentified Markets: 6.02%

Americas 86.13%
82.97%
Canada 2.19%
United States 80.79%
3.16%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.61%
United Kingdom 2.56%
3.06%
Norway 1.33%
Sweden 1.73%
0.00%
0.00%
Greater Asia 2.23%
Japan 0.00%
2.23%
Australia 2.23%
0.00%
0.00%
Unidentified Region 6.02%

Bond Credit Quality Exposure

AAA 4.34%
AA 20.55%
A 9.07%
BBB 0.89%
BB 14.63%
B 25.23%
Below B 1.19%
    CCC 0.50%
    CC 0.49%
    C 0.21%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.05%
Not Available 23.03%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
70.78%
Materials
12.25%
Consumer Discretionary
1.05%
Financials
2.08%
Real Estate
55.40%
Sensitive
16.42%
Communication Services
0.00%
Energy
9.92%
Industrials
5.58%
Information Technology
0.92%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
12.81%
Non Classified Equity
0.34%
Not Classified - Non Equity
12.46%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 3.49%
Corporate 48.37%
Securitized 44.32%
Municipal 0.00%
Other 3.82%
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Bond Maturity Exposure

Short Term
5.76%
Less than 1 Year
5.76%
Intermediate
46.00%
1 to 3 Years
23.99%
3 to 5 Years
20.34%
5 to 10 Years
1.66%
Long Term
41.95%
10 to 20 Years
16.63%
20 to 30 Years
17.45%
Over 30 Years
7.86%
Other
6.30%
As of June 30, 2025
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