Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.37%
Stock 93.81%
Bond 9.49%
Convertible 0.00%
Preferred 0.00%
Other -3.67%
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Market Capitalization

As of September 30, 2025
Large 81.79%
Mid 14.45%
Small 3.76%
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Region Exposure

% Developed Markets: 103.7%    % Emerging Markets: 0.00%    % Unidentified Markets: -3.67%

Americas 98.76%
98.76%
United States 98.76%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.91%
United Kingdom 0.99%
3.93%
Ireland 2.72%
Netherlands 1.20%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -3.67%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
30.17%
Materials
2.36%
Consumer Discretionary
11.33%
Financials
14.68%
Real Estate
1.80%
Sensitive
51.57%
Communication Services
10.54%
Energy
3.10%
Industrials
8.71%
Information Technology
29.22%
Defensive
18.26%
Consumer Staples
5.97%
Health Care
9.97%
Utilities
2.32%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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