Asset Allocation

As of June 30, 2025.
Type % Net
Cash 3.83%
Stock 71.96%
Bond 17.72%
Convertible 0.00%
Preferred 0.02%
Other 6.46%
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Market Capitalization

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

% Developed Markets: 89.99%    % Emerging Markets: 0.26%    % Unidentified Markets: 9.75%

Americas 86.59%
85.09%
Canada 0.75%
United States 84.34%
1.50%
Brazil 0.02%
Chile 0.00%
Colombia 0.00%
Mexico 0.01%
Peru 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.87%
United Kingdom 0.84%
1.97%
Austria 0.09%
Belgium 0.03%
Denmark 0.01%
Finland 0.02%
France 0.31%
Germany 0.16%
Greece 0.01%
Ireland 0.49%
Italy 0.07%
Netherlands 0.36%
Norway 0.03%
Portugal 0.01%
Spain 0.13%
Sweden 0.05%
Switzerland 0.12%
0.01%
Czech Republic 0.01%
Poland 0.00%
Turkey 0.00%
0.05%
Israel 0.03%
Qatar 0.00%
Saudi Arabia 0.00%
South Africa 0.01%
United Arab Emirates 0.00%
Greater Asia 0.79%
Japan 0.26%
0.15%
Australia 0.15%
0.33%
Hong Kong 0.16%
Singapore 0.05%
South Korea 0.09%
Taiwan 0.02%
0.06%
China 0.04%
India -0.00%
Indonesia 0.01%
Kazakhstan 0.01%
Malaysia 0.00%
Thailand 0.00%
Unidentified Region 9.75%

Bond Credit Quality Exposure

AAA 0.68%
AA 16.22%
A 7.85%
BBB 11.95%
BB 9.10%
B 2.87%
Below B 0.75%
    CCC 0.69%
    CC 0.03%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.08%
Not Available 50.50%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
15.88%
Materials
1.69%
Consumer Discretionary
8.12%
Financials
5.61%
Real Estate
0.46%
Sensitive
43.96%
Communication Services
9.41%
Energy
1.47%
Industrials
5.47%
Information Technology
27.61%
Defensive
13.32%
Consumer Staples
4.12%
Health Care
7.95%
Utilities
1.25%
Not Classified
26.84%
Non Classified Equity
5.90%
Not Classified - Non Equity
20.93%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 64.07%
Corporate 30.35%
Securitized 3.42%
Municipal 0.00%
Other 2.15%
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Bond Maturity Exposure

Short Term
52.72%
Less than 1 Year
52.72%
Intermediate
29.70%
1 to 3 Years
12.81%
3 to 5 Years
10.18%
5 to 10 Years
6.70%
Long Term
15.19%
10 to 20 Years
1.61%
20 to 30 Years
11.88%
Over 30 Years
1.70%
Other
2.39%
As of June 30, 2025
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