Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.92%
Stock 84.05%
Bond 6.45%
Convertible 0.00%
Preferred 0.41%
Other 5.16%
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Market Capitalization

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

% Developed Markets: 87.03%    % Emerging Markets: 3.73%    % Unidentified Markets: 9.24%

Americas 64.49%
62.63%
Canada 2.70%
United States 59.93%
1.86%
Brazil 0.49%
Chile 0.00%
Colombia 0.02%
Mexico 0.33%
Peru 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.31%
United Kingdom 4.88%
12.10%
Austria 0.05%
Belgium 0.07%
Denmark 0.85%
Finland 0.06%
France 2.55%
Germany 1.80%
Greece 0.14%
Ireland 0.87%
Italy 0.76%
Netherlands 1.74%
Norway 0.04%
Portugal 0.02%
Spain 0.62%
Sweden 0.64%
Switzerland 1.66%
0.04%
Poland 0.01%
Turkey 0.01%
0.30%
Egypt 0.00%
Israel 0.19%
Qatar 0.00%
Saudi Arabia 0.01%
South Africa 0.07%
United Arab Emirates 0.03%
Greater Asia 8.96%
Japan 2.62%
0.35%
Australia 0.35%
3.89%
Hong Kong 0.29%
Singapore 0.44%
South Korea 0.78%
Taiwan 2.35%
2.10%
China 0.67%
India 1.26%
Indonesia 0.05%
Malaysia 0.01%
Philippines 0.07%
Thailand 0.01%
Unidentified Region 9.24%

Bond Credit Quality Exposure

AAA 3.24%
AA 25.66%
A 3.37%
BBB 6.77%
BB 17.48%
B 12.97%
Below B 3.86%
    CCC 3.86%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.06%
Not Available 26.58%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
25.94%
Materials
2.96%
Consumer Discretionary
10.02%
Financials
12.19%
Real Estate
0.79%
Sensitive
44.24%
Communication Services
7.50%
Energy
2.08%
Industrials
13.22%
Information Technology
21.44%
Defensive
15.08%
Consumer Staples
4.82%
Health Care
8.93%
Utilities
1.34%
Not Classified
14.73%
Non Classified Equity
0.57%
Not Classified - Non Equity
14.17%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 32.04%
Corporate 44.63%
Securitized 22.13%
Municipal 0.20%
Other 1.00%
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Bond Maturity Exposure

Short Term
6.29%
Less than 1 Year
6.29%
Intermediate
62.33%
1 to 3 Years
16.07%
3 to 5 Years
23.74%
5 to 10 Years
22.51%
Long Term
29.91%
10 to 20 Years
4.95%
20 to 30 Years
22.63%
Over 30 Years
2.33%
Other
1.47%
As of September 30, 2025
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