Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.14%
Stock 72.95%
Bond 25.66%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
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Market Capitalization

As of September 30, 2025
Large 91.71%
Mid 6.59%
Small 1.70%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 94.59%
94.59%
United States 94.59%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.27%
United Kingdom 0.35%
3.92%
France 0.43%
Ireland 2.28%
Italy 0.37%
Switzerland 0.84%
0.00%
0.00%
Greater Asia 1.13%
Japan 0.00%
0.00%
1.13%
Taiwan 1.13%
0.00%
Unidentified Region 0.00%

Bond Credit Quality Exposure

AAA 3.08%
AA 24.47%
A 39.29%
BBB 33.17%
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 0.00%
Not Available 0.00%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
27.15%
Materials
1.50%
Consumer Discretionary
7.80%
Financials
14.78%
Real Estate
3.07%
Sensitive
56.55%
Communication Services
10.70%
Energy
3.69%
Industrials
5.94%
Information Technology
36.22%
Defensive
16.30%
Consumer Staples
5.77%
Health Care
9.06%
Utilities
1.47%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 9.40%
Corporate 90.60%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
11.92%
Less than 1 Year
11.92%
Intermediate
88.08%
1 to 3 Years
30.50%
3 to 5 Years
48.41%
5 to 10 Years
9.16%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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