Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.39%
Stock 51.81%
Bond 47.52%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.03%

Americas 93.52%
93.05%
Canada 1.47%
United States 91.58%
0.46%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.81%
United Kingdom 1.33%
0.39%
Netherlands 0.39%
0.00%
1.09%
Israel 1.09%
Greater Asia 1.64%
Japan 0.00%
0.88%
Australia 0.88%
0.76%
Singapore 0.76%
0.00%
Unidentified Region 2.03%

Bond Credit Quality Exposure

AAA 4.56%
AA 41.49%
A 10.22%
BBB 15.03%
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 28.70%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
30.43%
Materials
11.17%
Consumer Discretionary
5.61%
Financials
13.65%
Real Estate
0.00%
Sensitive
39.87%
Communication Services
0.00%
Energy
14.00%
Industrials
15.89%
Information Technology
9.99%
Defensive
28.48%
Consumer Staples
6.05%
Health Care
1.16%
Utilities
21.27%
Not Classified
1.22%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.22%
As of June 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 36.66%
Corporate 22.96%
Securitized 38.87%
Municipal 1.51%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
6.36%
Less than 1 Year
6.36%
Intermediate
47.30%
1 to 3 Years
8.18%
3 to 5 Years
8.99%
5 to 10 Years
30.13%
Long Term
46.35%
10 to 20 Years
6.64%
20 to 30 Years
39.70%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial