Asset Allocation

As of September 30, 2025.
Type % Net
Cash 6.71%
Stock 70.65%
Bond 22.24%
Convertible 0.00%
Preferred 0.00%
Other 0.40%
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Market Capitalization

As of September 30, 2025
Large 60.93%
Mid 19.48%
Small 19.59%
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Region Exposure

% Developed Markets: 99.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.48%

Americas 92.42%
92.42%
Canada 87.48%
United States 4.94%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.10%
United Kingdom 0.00%
7.10%
France 0.58%
Ireland 1.99%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.48%

Bond Credit Quality Exposure

AAA 28.16%
AA 28.22%
A 21.30%
BBB 19.71%
BB 0.35%
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 2.25%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
32.21%
Materials
8.72%
Consumer Discretionary
1.88%
Financials
18.56%
Real Estate
3.04%
Sensitive
23.41%
Communication Services
2.11%
Energy
11.01%
Industrials
7.27%
Information Technology
3.04%
Defensive
15.82%
Consumer Staples
1.58%
Health Care
5.73%
Utilities
8.52%
Not Classified
28.56%
Non Classified Equity
2.14%
Not Classified - Non Equity
26.42%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 19.07%
Corporate 41.86%
Securitized 0.05%
Municipal 31.75%
Other 7.28%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
80.75%
1 to 3 Years
13.19%
3 to 5 Years
31.52%
5 to 10 Years
36.04%
Long Term
18.24%
10 to 20 Years
3.30%
20 to 30 Years
11.52%
Over 30 Years
3.42%
Other
1.01%
As of September 30, 2025
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