Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.69%
Stock 44.68%
Bond 49.03%
Convertible 0.41%
Preferred 2.01%
Other 3.17%
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Market Capitalization

As of June 30, 2025
Large 70.71%
Mid 14.51%
Small 14.78%
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Region Exposure

% Developed Markets: 97.48%    % Emerging Markets: 1.36%    % Unidentified Markets: 1.17%

Americas 93.65%
91.80%
Canada 3.12%
United States 88.68%
1.85%
Mexico 1.34%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.59%
United Kingdom 1.92%
2.67%
France 0.52%
Ireland 0.82%
Italy 0.46%
Netherlands 0.03%
Sweden 0.00%
Switzerland 0.35%
0.00%
0.00%
Greater Asia 0.59%
Japan 0.00%
0.58%
Australia 0.58%
0.01%
Singapore 0.01%
0.00%
Unidentified Region 1.17%

Bond Credit Quality Exposure

AAA 0.00%
AA 19.12%
A 4.83%
BBB 54.13%
BB 6.05%
B 5.10%
Below B 0.90%
    CCC 0.90%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 9.87%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
34.03%
Materials
3.23%
Consumer Discretionary
4.55%
Financials
18.87%
Real Estate
7.38%
Sensitive
43.11%
Communication Services
5.81%
Energy
2.82%
Industrials
9.64%
Information Technology
24.84%
Defensive
18.37%
Consumer Staples
5.29%
Health Care
9.16%
Utilities
3.92%
Not Classified
4.49%
Non Classified Equity
2.37%
Not Classified - Non Equity
2.12%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 20.03%
Corporate 59.38%
Securitized 4.78%
Municipal 0.00%
Other 15.82%
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Bond Maturity Exposure

Short Term
0.51%
Less than 1 Year
0.51%
Intermediate
50.70%
1 to 3 Years
9.00%
3 to 5 Years
20.63%
5 to 10 Years
21.07%
Long Term
39.25%
10 to 20 Years
5.94%
20 to 30 Years
29.17%
Over 30 Years
4.13%
Other
9.54%
As of June 30, 2025
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