Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.32%
Stock 85.68%
Bond 10.36%
Convertible 0.00%
Preferred 0.00%
Other 0.64%
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Market Capitalization

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

% Developed Markets: 95.46%    % Emerging Markets: 3.90%    % Unidentified Markets: 0.64%

Americas 72.47%
70.50%
Canada 26.23%
United States 44.27%
1.97%
Brazil 0.77%
Mexico 0.44%
Peru 0.04%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.56%
United Kingdom 4.31%
11.76%
Belgium 0.53%
Denmark 0.70%
Finland 1.76%
France 1.12%
Germany 2.12%
Ireland 1.59%
Italy 0.14%
Netherlands 1.49%
Norway 0.08%
Spain 0.12%
Switzerland 1.28%
0.04%
Poland 0.04%
0.46%
Israel 0.42%
Saudi Arabia 0.00%
South Africa 0.04%
Greater Asia 10.33%
Japan 3.38%
0.04%
Australia 0.04%
4.96%
Hong Kong 0.88%
Singapore 1.53%
South Korea 0.84%
Taiwan 1.70%
1.95%
China 1.22%
India 0.61%
Indonesia 0.08%
Philippines 0.04%
Unidentified Region 0.64%

Bond Credit Quality Exposure

AAA 10.81%
AA 7.41%
A 21.36%
BBB 40.36%
BB 8.91%
B 3.22%
Below B 0.27%
    CCC 0.27%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.61%
Not Available 7.04%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
33.96%
Materials
4.92%
Consumer Discretionary
9.90%
Financials
16.34%
Real Estate
2.80%
Sensitive
43.22%
Communication Services
4.97%
Energy
3.32%
Industrials
11.10%
Information Technology
23.84%
Defensive
11.78%
Consumer Staples
2.93%
Health Care
7.36%
Utilities
1.49%
Not Classified
11.03%
Non Classified Equity
0.24%
Not Classified - Non Equity
10.80%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 4.25%
Corporate 72.80%
Securitized 0.64%
Municipal 13.27%
Other 9.04%
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Bond Maturity Exposure

Short Term
0.49%
Less than 1 Year
0.49%
Intermediate
66.64%
1 to 3 Years
9.75%
3 to 5 Years
18.76%
5 to 10 Years
38.12%
Long Term
31.43%
10 to 20 Years
6.58%
20 to 30 Years
13.65%
Over 30 Years
11.19%
Other
1.45%
As of September 30, 2025
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