Asset Allocation

As of March 31, 2025.
Type % Net
Cash 0.02%
Stock 60.78%
Bond 37.40%
Convertible 0.00%
Preferred 1.23%
Other 0.57%
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Market Capitalization

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

% Developed Markets: 90.24%    % Emerging Markets: 7.74%    % Unidentified Markets: 2.02%

Americas 71.11%
70.04%
Canada 3.24%
United States 66.80%
1.07%
Brazil 0.66%
Chile 0.01%
Mexico 0.18%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.71%
United Kingdom 2.99%
7.45%
Austria 0.17%
Belgium 0.33%
Denmark 0.66%
Finland 0.09%
France 1.56%
Germany 0.40%
Ireland 0.92%
Italy 0.45%
Netherlands 0.46%
Norway 0.14%
Portugal 0.00%
Spain 0.59%
Sweden 0.29%
Switzerland 1.23%
0.47%
Czech Republic 0.00%
Poland 0.20%
Turkey 0.14%
0.79%
Israel 0.00%
Saudi Arabia 0.22%
South Africa 0.42%
United Arab Emirates 0.15%
Greater Asia 15.16%
Japan 3.15%
1.30%
Australia 1.12%
5.16%
Hong Kong 0.41%
Singapore 0.54%
South Korea 1.37%
Taiwan 2.84%
5.55%
China 3.05%
India 1.85%
Indonesia 0.40%
Malaysia 0.02%
Philippines 0.00%
Thailand 0.24%
Unidentified Region 2.02%

Bond Credit Quality Exposure

AAA 8.64%
AA 41.29%
A 10.19%
BBB 23.99%
BB 1.10%
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 0.48%
Not Available 14.32%
Short Term 0.00%
As of March 31, 2025
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Stock Sector Exposure

Cyclical
24.15%
Materials
4.88%
Consumer Discretionary
6.65%
Financials
11.22%
Real Estate
1.40%
Sensitive
31.05%
Communication Services
4.29%
Energy
4.35%
Industrials
8.71%
Information Technology
13.71%
Defensive
11.25%
Consumer Staples
3.69%
Health Care
6.11%
Utilities
1.44%
Not Classified
33.55%
Non Classified Equity
1.50%
Not Classified - Non Equity
32.05%
As of June 30, 2024
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Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 36.16%
Corporate 24.54%
Securitized 25.29%
Municipal 0.23%
Other 13.78%
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Bond Maturity Exposure

Short Term
5.22%
Less than 1 Year
5.22%
Intermediate
62.58%
1 to 3 Years
14.20%
3 to 5 Years
11.91%
5 to 10 Years
36.46%
Long Term
31.72%
10 to 20 Years
6.11%
20 to 30 Years
23.92%
Over 30 Years
1.69%
Other
0.48%
As of March 31, 2025
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