Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.23%
Stock 37.93%
Bond 61.73%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of September 30, 2025
Large 89.11%
Mid 4.86%
Small 6.03%
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Region Exposure

% Developed Markets: 39.19%    % Emerging Markets: 60.74%    % Unidentified Markets: 0.07%

Americas 37.62%
12.80%
Canada 2.07%
United States 10.73%
24.81%
Argentina 0.29%
Brazil 6.29%
Chile 0.29%
Colombia 3.32%
Mexico 7.22%
Peru 1.94%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.34%
United Kingdom 1.04%
7.06%
Belgium 0.20%
Denmark 0.24%
France 2.32%
Greece 0.11%
Ireland 0.13%
Netherlands 1.24%
Spain 0.17%
Sweden 0.36%
Switzerland 0.91%
6.79%
Czech Republic 0.17%
Poland 1.96%
Turkey 1.01%
13.45%
Egypt 0.80%
Qatar 0.65%
Saudi Arabia 2.71%
South Africa 3.78%
United Arab Emirates 2.57%
Greater Asia 33.97%
Japan 0.80%
0.00%
12.07%
Hong Kong 4.31%
Singapore 0.71%
South Korea 2.85%
Taiwan 4.00%
21.11%
China 8.29%
India 4.43%
Indonesia 3.00%
Kazakhstan 1.17%
Malaysia 1.88%
Philippines 0.98%
Thailand 1.27%
Unidentified Region 0.07%

Bond Credit Quality Exposure

AAA 0.42%
AA 11.18%
A 12.05%
BBB 26.45%
BB 29.53%
B 4.04%
Below B 1.78%
    CCC 1.78%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 14.56%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
37.24%
Materials
2.81%
Consumer Discretionary
10.78%
Financials
22.03%
Real Estate
1.62%
Sensitive
44.06%
Communication Services
16.54%
Energy
3.33%
Industrials
7.67%
Information Technology
16.53%
Defensive
14.31%
Consumer Staples
7.77%
Health Care
6.25%
Utilities
0.28%
Not Classified
4.40%
Non Classified Equity
4.40%
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 81.10%
Corporate 18.86%
Securitized 0.00%
Municipal 0.00%
Other 0.05%
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Bond Maturity Exposure

Short Term
16.56%
Less than 1 Year
16.56%
Intermediate
63.02%
1 to 3 Years
12.82%
3 to 5 Years
16.44%
5 to 10 Years
33.76%
Long Term
20.10%
10 to 20 Years
7.58%
20 to 30 Years
10.46%
Over 30 Years
2.07%
Other
0.31%
As of September 30, 2025
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