Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.93%
Stock 63.58%
Bond 35.37%
Convertible 0.00%
Preferred 0.08%
Other 0.03%
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Market Capitalization

As of September 30, 2025
Large 62.83%
Mid 25.28%
Small 11.89%
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Region Exposure

% Developed Markets: 97.06%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.94%

Americas 91.58%
90.86%
Canada 0.63%
United States 90.23%
0.72%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.00%
United Kingdom 0.88%
3.12%
Belgium 0.09%
Denmark 0.25%
Finland 0.12%
France 0.54%
Germany 0.34%
Ireland 0.66%
Italy 0.00%
Netherlands 0.36%
Spain 0.17%
Sweden 0.20%
Switzerland 0.32%
0.00%
0.00%
Israel 0.00%
Greater Asia 1.48%
Japan 0.41%
0.16%
Australia 0.16%
0.91%
Singapore 0.90%
0.00%
Unidentified Region 2.94%

Bond Credit Quality Exposure

AAA 10.84%
AA 24.95%
A 9.38%
BBB 17.53%
BB 8.60%
B 4.43%
Below B 1.18%
    CCC 1.16%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.18%
Not Available 22.91%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
29.24%
Materials
1.94%
Consumer Discretionary
7.31%
Financials
18.40%
Real Estate
1.59%
Sensitive
46.36%
Communication Services
7.40%
Energy
3.61%
Industrials
6.66%
Information Technology
28.69%
Defensive
16.18%
Consumer Staples
4.29%
Health Care
10.85%
Utilities
1.03%
Not Classified
8.22%
Non Classified Equity
1.68%
Not Classified - Non Equity
6.54%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 20.77%
Corporate 37.64%
Securitized 39.59%
Municipal 0.46%
Other 1.53%
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Bond Maturity Exposure

Short Term
2.57%
Less than 1 Year
2.57%
Intermediate
44.55%
1 to 3 Years
8.79%
3 to 5 Years
11.19%
5 to 10 Years
24.56%
Long Term
51.57%
10 to 20 Years
12.88%
20 to 30 Years
36.33%
Over 30 Years
2.37%
Other
1.31%
As of September 30, 2025
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