Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.57%
Stock 66.06%
Bond 29.95%
Convertible 0.00%
Preferred 0.00%
Other 1.42%
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Market Capitalization

As of June 30, 2025
Large 75.18%
Mid 11.29%
Small 13.53%
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Region Exposure

% Developed Markets: 96.37%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.63%

Americas 92.91%
92.91%
Canada 0.77%
United States 92.15%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.68%
United Kingdom 1.77%
0.91%
Ireland 0.09%
Netherlands 0.72%
0.00%
0.00%
Greater Asia 0.77%
Japan 0.00%
0.00%
0.77%
Hong Kong 0.68%
Singapore 0.10%
0.00%
Unidentified Region 3.63%

Bond Credit Quality Exposure

AAA 3.19%
AA 41.29%
A 7.62%
BBB 19.22%
BB 0.63%
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 28.05%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
24.03%
Materials
0.00%
Consumer Discretionary
12.28%
Financials
11.75%
Real Estate
0.00%
Sensitive
55.87%
Communication Services
15.19%
Energy
0.98%
Industrials
5.39%
Information Technology
34.31%
Defensive
9.80%
Consumer Staples
0.00%
Health Care
9.80%
Utilities
0.00%
Not Classified
10.31%
Non Classified Equity
1.90%
Not Classified - Non Equity
8.41%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 46.04%
Corporate 27.47%
Securitized 23.40%
Municipal 2.74%
Other 0.35%
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Bond Maturity Exposure

Short Term
10.70%
Less than 1 Year
10.70%
Intermediate
57.70%
1 to 3 Years
16.62%
3 to 5 Years
12.39%
5 to 10 Years
28.69%
Long Term
31.60%
10 to 20 Years
7.90%
20 to 30 Years
23.71%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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