Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.07%
Stock 59.10%
Bond 38.38%
Convertible 0.00%
Preferred 0.00%
Other 2.45%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2025
Large 81.85%
Mid 16.36%
Small 1.80%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.49%    % Emerging Markets: 2.65%    % Unidentified Markets: 5.86%

Americas 61.36%
61.04%
Canada 6.48%
United States 54.56%
0.32%
Mexico 0.11%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.71%
United Kingdom 2.90%
17.81%
Austria 1.11%
France 2.99%
Germany 4.90%
Ireland 1.31%
Italy 1.92%
Netherlands 0.32%
Norway 0.00%
Spain 1.71%
Switzerland 3.20%
0.00%
0.00%
Israel 0.00%
Greater Asia 12.07%
Japan 8.99%
0.51%
Australia 0.51%
0.17%
Hong Kong 0.00%
Singapore 0.00%
2.39%
China 2.39%
Unidentified Region 5.86%

Bond Credit Quality Exposure

AAA 3.10%
AA 8.82%
A 9.06%
BBB 29.79%
BB 23.71%
B 10.42%
Below B 0.66%
    CCC 0.63%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.04%
Not Available 14.39%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
27.92%
Materials
1.15%
Consumer Discretionary
8.99%
Financials
16.20%
Real Estate
1.58%
Sensitive
42.48%
Communication Services
10.10%
Energy
5.07%
Industrials
16.00%
Information Technology
11.31%
Defensive
23.09%
Consumer Staples
6.80%
Health Care
11.95%
Utilities
4.34%
Not Classified
6.50%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.50%
As of June 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 12.43%
Corporate 75.94%
Securitized 0.02%
Municipal 0.00%
Other 11.61%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.36%
Less than 1 Year
1.36%
Intermediate
81.96%
1 to 3 Years
10.25%
3 to 5 Years
19.34%
5 to 10 Years
52.37%
Long Term
16.64%
10 to 20 Years
3.43%
20 to 30 Years
6.74%
Over 30 Years
6.47%
Other
0.04%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial