Asset Allocation

As of June 30, 2025.
Type % Net
Cash 8.78%
Stock 74.03%
Bond 8.74%
Convertible 0.00%
Preferred 0.00%
Other 8.45%
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Market Capitalization

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

% Developed Markets: 83.59%    % Emerging Markets: 0.15%    % Unidentified Markets: 16.26%

Americas 81.96%
81.71%
Canada 0.37%
United States 81.34%
0.25%
Brazil 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.66%
United Kingdom 0.49%
1.16%
Belgium 0.01%
Denmark 0.00%
Finland 0.00%
France -0.01%
Germany 0.00%
Ireland 0.77%
Netherlands 0.16%
Norway 0.00%
Sweden 0.00%
Switzerland 0.21%
0.00%
0.01%
Israel 0.00%
South Africa 0.00%
United Arab Emirates 0.00%
Greater Asia 0.12%
Japan -0.01%
0.06%
Australia 0.06%
0.06%
Hong Kong 0.00%
Singapore 0.04%
Taiwan 0.02%
0.01%
China 0.01%
India -0.00%
Indonesia 0.00%
Unidentified Region 16.26%

Bond Credit Quality Exposure

AAA 0.05%
AA 42.41%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 57.54%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
19.69%
Materials
1.31%
Consumer Discretionary
9.23%
Financials
8.00%
Real Estate
1.16%
Sensitive
46.84%
Communication Services
8.38%
Energy
1.52%
Industrials
6.32%
Information Technology
30.62%
Defensive
10.99%
Consumer Staples
3.68%
Health Care
5.55%
Utilities
1.76%
Not Classified
22.48%
Non Classified Equity
7.71%
Not Classified - Non Equity
14.77%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 99.94%
Corporate 0.01%
Securitized 0.00%
Municipal 0.00%
Other 0.05%
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Bond Maturity Exposure

Short Term
88.74%
Less than 1 Year
88.74%
Intermediate
11.26%
1 to 3 Years
11.26%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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