Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.69%
Stock 19.72%
Bond 74.98%
Convertible 0.00%
Preferred 2.13%
Other 2.47%
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Market Capitalization

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

% Developed Markets: 93.44%    % Emerging Markets: 1.63%    % Unidentified Markets: 4.93%

Americas 87.05%
84.92%
Canada 1.82%
United States 83.10%
2.13%
Mexico 1.01%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.05%
United Kingdom 3.03%
3.41%
Ireland 0.03%
Italy 0.36%
Netherlands 0.02%
Switzerland 0.91%
0.00%
0.61%
South Africa 0.61%
Greater Asia 0.97%
Japan 0.50%
0.46%
Australia 0.46%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 4.93%

Bond Credit Quality Exposure

AAA 0.00%
AA 4.24%
A 2.39%
BBB 27.52%
BB 13.90%
B 27.22%
Below B 8.57%
    CCC 7.87%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.70%
Not Rated 0.00%
Not Available 16.16%
Short Term 0.00%
As of June 30, 2025
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Stock Sector Exposure

Cyclical
35.90%
Materials
1.80%
Consumer Discretionary
6.76%
Financials
15.60%
Real Estate
11.75%
Sensitive
40.97%
Communication Services
6.62%
Energy
4.01%
Industrials
8.79%
Information Technology
21.55%
Defensive
16.37%
Consumer Staples
4.96%
Health Care
7.45%
Utilities
3.96%
Not Classified
6.75%
Non Classified Equity
3.68%
Not Classified - Non Equity
3.07%
As of June 30, 2025
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 15.02%
Corporate 77.19%
Securitized 2.19%
Municipal 0.00%
Other 5.60%
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Bond Maturity Exposure

Short Term
10.95%
Less than 1 Year
10.95%
Intermediate
68.83%
1 to 3 Years
15.40%
3 to 5 Years
31.07%
5 to 10 Years
22.36%
Long Term
18.86%
10 to 20 Years
2.57%
20 to 30 Years
14.69%
Over 30 Years
1.60%
Other
1.36%
As of June 30, 2025
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