Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.04%
Stock 62.05%
Bond 35.10%
Convertible 0.00%
Preferred 0.09%
Other 2.71%
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Market Capitalization

As of September 30, 2025
Large 68.63%
Mid 20.41%
Small 10.96%
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Region Exposure

% Developed Markets: 96.35%    % Emerging Markets: 0.78%    % Unidentified Markets: 2.87%

Americas 85.35%
84.99%
Canada 1.05%
United States 83.94%
0.36%
Brazil 0.00%
Chile 0.00%
Colombia 0.28%
Mexico 0.00%
Peru 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.75%
United Kingdom 2.16%
7.21%
Austria 0.06%
Belgium 0.00%
Denmark 0.16%
Finland 0.00%
France 1.16%
Germany 0.67%
Ireland 3.07%
Italy 0.41%
Netherlands 0.30%
Norway 0.00%
Portugal 0.00%
Spain 0.15%
Sweden 0.00%
Switzerland 0.91%
0.09%
Poland 0.00%
0.29%
Israel 0.15%
United Arab Emirates 0.00%
Greater Asia 2.03%
Japan 1.33%
0.24%
Australia 0.24%
0.21%
Hong Kong 0.05%
Singapore 0.08%
South Korea 0.08%
0.25%
China 0.00%
Indonesia 0.00%
Philippines 0.25%
Unidentified Region 2.87%

Bond Credit Quality Exposure

AAA 3.52%
AA 46.46%
A 14.42%
BBB 19.42%
BB 0.79%
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 2.13%
Not Available 13.26%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
28.10%
Materials
3.51%
Consumer Discretionary
6.72%
Financials
16.97%
Real Estate
0.89%
Sensitive
52.86%
Communication Services
9.13%
Energy
5.17%
Industrials
12.02%
Information Technology
26.53%
Defensive
14.04%
Consumer Staples
2.08%
Health Care
10.98%
Utilities
0.99%
Not Classified
5.00%
Non Classified Equity
0.70%
Not Classified - Non Equity
4.30%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 32.51%
Corporate 38.12%
Securitized 27.67%
Municipal 1.53%
Other 0.17%
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Bond Maturity Exposure

Short Term
6.20%
Less than 1 Year
6.20%
Intermediate
53.77%
1 to 3 Years
15.07%
3 to 5 Years
20.57%
5 to 10 Years
18.13%
Long Term
39.62%
10 to 20 Years
9.34%
20 to 30 Years
29.87%
Over 30 Years
0.42%
Other
0.41%
As of September 30, 2025
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