Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.94%
Stock 62.80%
Bond 36.03%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of June 30, 2025
Large 85.56%
Mid 11.52%
Small 2.92%
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Region Exposure

% Developed Markets: 98.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.06%

Americas 97.57%
97.57%
United States 97.57%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.38%
United Kingdom 0.00%
1.38%
Denmark 0.59%
Ireland 0.79%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.06%

Bond Credit Quality Exposure

AAA 4.33%
AA 32.59%
A 36.01%
BBB 22.79%
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 1.42%
Not Available 2.87%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
28.43%
Materials
0.78%
Consumer Discretionary
9.77%
Financials
14.91%
Real Estate
2.97%
Sensitive
47.14%
Communication Services
8.80%
Energy
6.57%
Industrials
9.99%
Information Technology
21.78%
Defensive
21.99%
Consumer Staples
7.83%
Health Care
10.96%
Utilities
3.19%
Not Classified
2.45%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.45%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 15.88%
Corporate 59.20%
Securitized 13.55%
Municipal 6.98%
Other 4.38%
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Bond Maturity Exposure

Short Term
4.93%
Less than 1 Year
4.93%
Intermediate
72.79%
1 to 3 Years
17.97%
3 to 5 Years
19.60%
5 to 10 Years
35.22%
Long Term
22.28%
10 to 20 Years
14.34%
20 to 30 Years
7.94%
Over 30 Years
0.00%
Other
0.00%
As of June 30, 2025
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