Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.11%
Stock 41.75%
Bond 37.20%
Convertible 0.00%
Preferred -0.00%
Other 21.16%
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Market Capitalization

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

% Developed Markets: 78.89%    % Emerging Markets: 0.08%    % Unidentified Markets: 21.02%

Americas 58.79%
58.50%
Canada 0.98%
United States 57.52%
0.29%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.10%
United Kingdom 6.35%
10.75%
Belgium 0.02%
Denmark 0.23%
Finland 0.22%
France 5.08%
Germany 1.40%
Ireland 0.36%
Italy 0.74%
Netherlands 0.94%
Norway 0.14%
Spain 0.32%
Sweden 0.34%
Switzerland 1.10%
0.00%
0.00%
Greater Asia 3.09%
Japan 2.45%
0.41%
Australia 0.32%
0.15%
Hong Kong 0.03%
Singapore 0.12%
0.08%
China 0.08%
Unidentified Region 21.02%

Bond Credit Quality Exposure

AAA 0.00%
AA 84.80%
A 9.79%
BBB 0.00%
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 5.41%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
25.26%
Materials
0.49%
Consumer Discretionary
8.57%
Financials
16.27%
Real Estate
-0.07%
Sensitive
37.31%
Communication Services
4.67%
Energy
3.48%
Industrials
5.82%
Information Technology
23.34%
Defensive
8.72%
Consumer Staples
1.32%
Health Care
7.73%
Utilities
-0.33%
Not Classified
28.70%
Non Classified Equity
0.00%
Not Classified - Non Equity
28.70%
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
6.05%
Less than 1 Year
6.05%
Intermediate
88.99%
1 to 3 Years
0.32%
3 to 5 Years
25.02%
5 to 10 Years
63.64%
Long Term
4.96%
10 to 20 Years
4.96%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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