Asset Allocation

As of September 30, 2025.
Type % Net
Cash 8.49%
Stock 66.44%
Bond 25.07%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 74.69%
Mid 11.44%
Small 13.86%
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Region Exposure

% Developed Markets: 94.50%    % Emerging Markets: 5.74%    % Unidentified Markets: -0.24%

Americas 40.49%
33.52%
Canada 7.14%
United States 26.39%
6.97%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.75%
United Kingdom 0.27%
53.74%
Ireland 14.68%
Netherlands 33.27%
Switzerland 5.79%
5.74%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.24%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
60.55%
Materials
0.00%
Consumer Discretionary
36.49%
Financials
24.06%
Real Estate
0.00%
Sensitive
39.45%
Communication Services
8.72%
Energy
0.00%
Industrials
30.73%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
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 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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