Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.98%
Stock 85.83%
Bond 11.37%
Convertible 0.00%
Preferred 0.00%
Other 1.82%
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Market Capitalization

As of June 30, 2025
Large 49.80%
Mid 20.43%
Small 29.77%
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Region Exposure

% Developed Markets: 93.53%    % Emerging Markets: 6.36%    % Unidentified Markets: 0.11%

Americas 21.49%
18.19%
United States 18.19%
3.30%
Mexico 3.30%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.63%
United Kingdom 13.56%
38.07%
Belgium 1.14%
Finland 3.39%
France 9.52%
Germany 3.72%
Ireland 0.88%
Netherlands 3.12%
Sweden 3.40%
Switzerland 12.90%
0.00%
0.00%
Greater Asia 26.77%
Japan 11.93%
0.00%
11.78%
Hong Kong 3.41%
Singapore 5.01%
South Korea 3.36%
3.06%
China 3.06%
Unidentified Region 0.11%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
35.42%
Materials
8.96%
Consumer Discretionary
8.90%
Financials
16.43%
Real Estate
1.13%
Sensitive
32.53%
Communication Services
0.00%
Energy
0.00%
Industrials
29.59%
Information Technology
2.94%
Defensive
20.76%
Consumer Staples
11.27%
Health Care
6.49%
Utilities
3.00%
Not Classified
11.28%
Non Classified Equity
0.00%
Not Classified - Non Equity
11.28%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 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 --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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