Asset Allocation

As of March 31, 2025.
Type % Net
Cash 2.29%
Stock 91.46%
Bond 5.94%
Convertible 0.00%
Preferred 0.21%
Other 0.10%
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Market Capitalization

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

% Developed Markets: 94.05%    % Emerging Markets: 4.58%    % Unidentified Markets: 1.37%

Americas 64.33%
63.25%
Canada 1.33%
United States 61.92%
1.08%
Argentina 0.00%
Brazil 0.32%
Chile 0.02%
Colombia 0.03%
Mexico 0.22%
Peru 0.01%
Venezuela 0.00%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.68%
United Kingdom 4.53%
13.86%
Austria 0.06%
Belgium 0.20%
Denmark 0.57%
Finland 0.21%
France 2.51%
Germany 2.32%
Greece 0.13%
Ireland 0.87%
Italy 0.83%
Netherlands 1.73%
Norway 0.20%
Portugal 0.03%
Spain 0.77%
Sweden 0.79%
Switzerland 2.40%
0.27%
Czech Republic 0.01%
Poland 0.08%
Turkey 0.12%
1.02%
Egypt 0.00%
Israel 0.39%
Qatar 0.03%
Saudi Arabia 0.22%
South Africa 0.24%
United Arab Emirates 0.10%
Greater Asia 14.62%
Japan 6.34%
1.74%
Australia 1.65%
3.57%
Hong Kong 0.95%
Singapore 0.73%
South Korea 0.67%
Taiwan 1.22%
2.97%
China 1.44%
India 1.28%
Indonesia 0.05%
Malaysia 0.07%
Philippines 0.06%
Thailand 0.06%
Unidentified Region 1.37%

Bond Credit Quality Exposure

AAA 5.80%
AA 52.17%
A 6.12%
BBB 12.35%
BB 9.94%
B 6.37%
Below B 1.51%
    CCC 1.40%
    CC 0.04%
    C 0.07%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.09%
Not Available 5.64%
Short Term 0.00%
As of March 31, 2025
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Stock Sector Exposure

Cyclical
31.44%
Materials
3.67%
Consumer Discretionary
8.76%
Financials
13.02%
Real Estate
6.00%
Sensitive
41.24%
Communication Services
6.50%
Energy
3.98%
Industrials
10.52%
Information Technology
20.24%
Defensive
18.56%
Consumer Staples
5.03%
Health Care
11.21%
Utilities
2.31%
Not Classified
8.76%
Non Classified Equity
1.87%
Not Classified - Non Equity
6.89%
As of July 31, 2024
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Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 51.45%
Corporate 34.90%
Securitized 13.14%
Municipal 0.12%
Other 0.40%
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Bond Maturity Exposure

Short Term
8.02%
Less than 1 Year
8.02%
Intermediate
67.37%
1 to 3 Years
20.34%
3 to 5 Years
26.38%
5 to 10 Years
20.65%
Long Term
24.07%
10 to 20 Years
8.11%
20 to 30 Years
10.43%
Over 30 Years
5.53%
Other
0.54%
As of March 31, 2025
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