Asset Allocation

As of September 30, 2025.
Type % Net
Cash 8.41%
Stock 55.44%
Bond 34.05%
Convertible 0.00%
Preferred 0.00%
Other 2.10%
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Market Capitalization

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

% Developed Markets: 95.17%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.83%

Americas 89.94%
89.23%
Canada 4.89%
United States 84.35%
0.71%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.23%
United Kingdom 0.00%
3.95%
Greece 3.95%
0.00%
1.28%
Israel 1.28%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.83%

Bond Credit Quality Exposure

AAA 0.00%
AA 9.89%
A 0.00%
BBB 0.00%
BB 11.60%
B 60.58%
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 17.93%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
16.90%
Materials
0.00%
Consumer Discretionary
7.28%
Financials
9.61%
Real Estate
0.00%
Sensitive
11.05%
Communication Services
0.00%
Energy
0.00%
Industrials
10.95%
Information Technology
0.10%
Defensive
26.69%
Consumer Staples
2.93%
Health Care
23.75%
Utilities
0.00%
Not Classified
45.36%
Non Classified Equity
26.84%
Not Classified - Non Equity
18.52%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 21.48%
Corporate 51.39%
Securitized 0.00%
Municipal 0.00%
Other 27.13%
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Bond Maturity Exposure

Short Term
19.28%
Less than 1 Year
19.28%
Intermediate
42.29%
1 to 3 Years
13.79%
3 to 5 Years
9.33%
5 to 10 Years
19.17%
Long Term
28.00%
10 to 20 Years
0.00%
20 to 30 Years
16.71%
Over 30 Years
11.30%
Other
10.42%
As of September 30, 2025
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