Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.34%
Stock 71.89%
Bond 24.13%
Convertible 0.00%
Preferred 0.00%
Other 0.65%
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Market Capitalization

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

% Developed Markets: 95.42%    % Emerging Markets: 3.76%    % Unidentified Markets: 0.82%

Americas 75.95%
74.18%
Canada 34.90%
United States 39.28%
1.77%
Brazil 0.69%
Mexico 0.41%
Peru 0.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.08%
United Kingdom 3.69%
9.94%
Belgium 0.44%
Denmark 0.58%
Finland 1.46%
France 0.98%
Germany 1.75%
Ireland 1.42%
Italy 0.12%
Netherlands 1.28%
Norway 0.07%
Spain 0.10%
Switzerland 1.06%
0.05%
Poland 0.05%
0.40%
Israel 0.34%
Saudi Arabia 0.00%
South Africa 0.05%
Greater Asia 9.15%
Japan 2.83%
0.04%
Australia 0.04%
4.36%
Hong Kong 0.76%
Singapore 1.31%
South Korea 0.77%
Taiwan 1.52%
1.92%
China 1.14%
India 0.61%
Indonesia 0.10%
Philippines 0.06%
Unidentified Region 0.82%

Bond Credit Quality Exposure

AAA 12.73%
AA 7.98%
A 20.66%
BBB 38.91%
BB 8.75%
B 3.45%
Below B 0.23%
    CCC 0.23%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.60%
Not Available 6.69%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
28.42%
Materials
4.00%
Consumer Discretionary
8.42%
Financials
13.60%
Real Estate
2.40%
Sensitive
36.02%
Communication Services
4.13%
Energy
2.79%
Industrials
9.31%
Information Technology
19.79%
Defensive
10.01%
Consumer Staples
2.61%
Health Care
6.14%
Utilities
1.26%
Not Classified
25.55%
Non Classified Equity
0.21%
Not Classified - Non Equity
25.34%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 7.07%
Corporate 70.31%
Securitized 0.55%
Municipal 13.17%
Other 8.90%
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Bond Maturity Exposure

Short Term
0.46%
Less than 1 Year
0.46%
Intermediate
66.87%
1 to 3 Years
9.76%
3 to 5 Years
18.41%
5 to 10 Years
38.70%
Long Term
31.20%
10 to 20 Years
6.53%
20 to 30 Years
13.70%
Over 30 Years
10.97%
Other
1.46%
As of September 30, 2025
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