Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.00%
Stock 43.17%
Bond 36.06%
Convertible 0.00%
Preferred 0.52%
Other 20.26%
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Market Capitalization

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

% Developed Markets: 79.71%    % Emerging Markets: 0.03%    % Unidentified Markets: 20.26%

Americas 49.90%
49.89%
Canada 0.34%
United States 49.55%
0.00%
Mexico 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.02%
United Kingdom 1.11%
25.89%
Austria 0.01%
Belgium 0.00%
Denmark 0.48%
Finland 0.00%
France 7.53%
Germany 7.52%
Greece 0.01%
Ireland 2.74%
Italy 0.66%
Netherlands 4.46%
Norway 0.00%
Portugal 0.00%
Spain 0.02%
Sweden 0.03%
Switzerland 2.35%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.00%
0.00%
Greater Asia 2.83%
Japan 1.43%
0.00%
1.39%
South Korea 1.04%
Taiwan 0.36%
0.00%
Unidentified Region 20.26%

Bond Credit Quality Exposure

AAA 0.00%
AA 85.42%
A 7.58%
BBB 3.38%
BB 2.73%
B 0.82%
Below B 0.07%
    CCC 0.07%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.01%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
20.73%
Materials
2.18%
Consumer Discretionary
5.60%
Financials
11.58%
Real Estate
1.38%
Sensitive
30.20%
Communication Services
6.17%
Energy
0.00%
Industrials
12.17%
Information Technology
11.86%
Defensive
18.47%
Consumer Staples
1.84%
Health Care
11.96%
Utilities
4.67%
Not Classified
30.59%
Non Classified Equity
0.00%
Not Classified - Non Equity
30.59%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 85.43%
Corporate 14.57%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
17.56%
Less than 1 Year
17.56%
Intermediate
43.00%
1 to 3 Years
19.96%
3 to 5 Years
12.62%
5 to 10 Years
10.42%
Long Term
39.44%
10 to 20 Years
39.44%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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