Asset Allocation

As of September 30, 2025.
Type % Net
Cash 9.30%
Stock 52.93%
Bond 35.27%
Convertible 0.00%
Preferred 0.00%
Other 2.51%
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Market Capitalization

As of September 30, 2025
Large 67.59%
Mid 19.81%
Small 12.61%
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Region Exposure

% Developed Markets: 90.70%    % Emerging Markets: 0.00%    % Unidentified Markets: 9.30%

Americas 81.84%
80.35%
Canada 5.17%
United States 75.18%
1.49%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.86%
United Kingdom 0.00%
8.86%
Belgium 1.66%
Denmark 0.78%
France 1.20%
Ireland 5.22%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 9.30%

Bond Credit Quality Exposure

AAA 2.09%
AA 32.39%
A 24.62%
BBB 29.77%
BB 5.87%
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 5.26%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
36.07%
Materials
1.18%
Consumer Discretionary
5.78%
Financials
22.18%
Real Estate
6.93%
Sensitive
33.98%
Communication Services
2.75%
Energy
9.24%
Industrials
13.79%
Information Technology
8.21%
Defensive
29.95%
Consumer Staples
9.00%
Health Care
17.61%
Utilities
3.34%
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 28.41%
Corporate 68.94%
Securitized 0.00%
Municipal 2.65%
Other 0.00%
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Bond Maturity Exposure

Short Term
20.15%
Less than 1 Year
20.15%
Intermediate
73.04%
1 to 3 Years
13.18%
3 to 5 Years
8.10%
5 to 10 Years
51.77%
Long Term
6.81%
10 to 20 Years
6.81%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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