Asset Allocation

As of September 30, 2025.
Type % Net
Cash 6.03%
Stock 81.41%
Bond 11.88%
Convertible 0.00%
Preferred 0.01%
Other 0.68%
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Market Capitalization

As of September 30, 2025
Large 68.23%
Mid 16.44%
Small 15.34%
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Region Exposure

% Developed Markets: 95.04%    % Emerging Markets: 0.17%    % Unidentified Markets: 4.79%

Americas 63.86%
63.71%
Canada 0.07%
United States 63.64%
0.15%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.83%
United Kingdom 5.01%
15.46%
Austria 0.01%
Belgium 0.17%
Denmark 0.38%
Finland 0.13%
France 3.19%
Germany 2.93%
Ireland 0.33%
Italy 1.51%
Netherlands 1.58%
Norway 0.30%
Portugal 0.11%
Spain 0.84%
Sweden 0.44%
Switzerland 3.23%
0.00%
0.37%
Israel 0.37%
Greater Asia 10.52%
Japan 6.35%
1.93%
Australia 1.92%
2.08%
Hong Kong 0.60%
Singapore 0.38%
South Korea 0.40%
Taiwan 0.70%
0.17%
China 0.11%
India 0.04%
Thailand 0.01%
Unidentified Region 4.79%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
30.14%
Materials
3.04%
Consumer Discretionary
8.97%
Financials
16.32%
Real Estate
1.80%
Sensitive
38.98%
Communication Services
7.33%
Energy
2.58%
Industrials
11.85%
Information Technology
17.22%
Defensive
13.58%
Consumer Staples
3.22%
Health Care
7.46%
Utilities
2.89%
Not Classified
17.30%
Non Classified Equity
0.30%
Not Classified - Non Equity
17.01%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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