Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.61%
Stock 72.43%
Bond 15.87%
Convertible 0.00%
Preferred 0.36%
Other 8.73%
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Market Capitalization

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

% Developed Markets: 84.03%    % Emerging Markets: 7.51%    % Unidentified Markets: 8.45%

Americas 60.50%
58.27%
Canada 35.62%
United States 22.65%
2.23%
Argentina 0.00%
Brazil 0.42%
Chile 0.03%
Colombia 0.03%
Mexico 0.69%
Peru 0.02%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.86%
United Kingdom 3.12%
11.04%
Austria 0.38%
Belgium 0.25%
Denmark 0.03%
Finland 0.18%
France 2.28%
Germany 2.15%
Greece 0.08%
Ireland 1.59%
Italy 0.61%
Netherlands 0.89%
Norway 0.18%
Portugal 0.22%
Spain 0.71%
Sweden 0.40%
Switzerland 0.76%
0.21%
Czech Republic 0.02%
Poland 0.12%
Russia 0.00%
Turkey 0.02%
0.49%
Egypt 0.01%
Israel 0.30%
Nigeria 0.01%
Qatar 0.01%
Saudi Arabia 0.01%
South Africa 0.14%
United Arab Emirates 0.01%
Greater Asia 16.19%
Japan 5.80%
0.27%
Australia 0.27%
4.40%
Hong Kong 1.13%
Singapore 0.35%
South Korea 1.17%
Taiwan 1.69%
5.72%
China 4.11%
India 1.43%
Indonesia 0.08%
Kazakhstan 0.00%
Malaysia 0.04%
Pakistan 0.00%
Philippines 0.03%
Thailand 0.03%
Unidentified Region 8.45%

Bond Credit Quality Exposure

AAA 29.08%
AA 16.44%
A 13.09%
BBB 22.93%
BB 4.60%
B 1.59%
Below B 0.03%
    CCC 0.02%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.47%
Not Available 11.77%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
31.18%
Materials
6.04%
Consumer Discretionary
8.12%
Financials
16.24%
Real Estate
0.78%
Sensitive
33.98%
Communication Services
5.82%
Energy
4.91%
Industrials
10.71%
Information Technology
12.55%
Defensive
9.41%
Consumer Staples
3.12%
Health Care
4.22%
Utilities
2.07%
Not Classified
25.43%
Non Classified Equity
0.38%
Not Classified - Non Equity
25.05%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 38.58%
Corporate 40.04%
Securitized 1.68%
Municipal 11.62%
Other 8.08%
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Bond Maturity Exposure

Short Term
5.36%
Less than 1 Year
5.36%
Intermediate
69.00%
1 to 3 Years
14.88%
3 to 5 Years
18.14%
5 to 10 Years
35.98%
Long Term
24.09%
10 to 20 Years
8.57%
20 to 30 Years
10.14%
Over 30 Years
5.38%
Other
1.54%
As of September 30, 2025
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