Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.01%
Stock 90.77%
Bond 9.43%
Convertible 0.00%
Preferred 0.00%
Other -0.21%
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Market Capitalization

As of June 30, 2025
Large 22.49%
Mid 44.52%
Small 32.99%
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Region Exposure

% Developed Markets: 92.08%    % Emerging Markets: 8.13%    % Unidentified Markets: -0.21%

Americas 40.98%
28.47%
Canada 9.63%
United States 18.84%
12.51%
Brazil 2.91%
Chile 3.71%
Mexico 1.51%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.95%
United Kingdom 12.78%
20.17%
Germany 10.89%
Ireland 5.06%
Italy 4.22%
0.00%
0.00%
Greater Asia 26.28%
Japan 15.87%
0.00%
10.41%
Hong Kong 3.52%
Singapore 5.00%
South Korea 1.89%
0.00%
Unidentified Region -0.21%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
54.91%
Materials
20.71%
Consumer Discretionary
18.39%
Financials
15.81%
Real Estate
0.00%
Sensitive
36.60%
Communication Services
1.87%
Energy
15.47%
Industrials
13.21%
Information Technology
6.06%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
8.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
8.49%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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