Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.57%
Stock 76.47%
Bond 22.96%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 79.01%
Mid 14.11%
Small 6.87%
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Region Exposure

% Developed Markets: 99.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.57%

Americas 95.50%
95.50%
United States 95.50%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.92%
United Kingdom 0.00%
3.92%
Ireland 3.03%
Switzerland 0.89%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.57%

Bond Credit Quality Exposure

AAA 10.64%
AA 77.00%
A 5.85%
BBB 5.06%
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 1.45%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
27.70%
Materials
2.56%
Consumer Discretionary
8.12%
Financials
17.02%
Real Estate
0.00%
Sensitive
52.33%
Communication Services
10.82%
Energy
3.12%
Industrials
7.18%
Information Technology
31.20%
Defensive
18.60%
Consumer Staples
6.73%
Health Care
9.83%
Utilities
2.04%
Not Classified
1.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.37%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 84.12%
Corporate 15.47%
Securitized 0.00%
Municipal 0.00%
Other 0.41%
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Bond Maturity Exposure

Short Term
15.59%
Less than 1 Year
15.59%
Intermediate
66.36%
1 to 3 Years
13.58%
3 to 5 Years
10.01%
5 to 10 Years
42.78%
Long Term
18.05%
10 to 20 Years
18.05%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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