Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.81%
Stock 52.42%
Bond 46.42%
Convertible 0.00%
Preferred 0.00%
Other 0.35%
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Market Capitalization

As of September 30, 2025
Large 34.55%
Mid 43.72%
Small 21.73%
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Region Exposure

% Developed Markets: 98.29%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.71%

Americas 88.56%
88.56%
United States 88.56%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.46%
United Kingdom 3.54%
5.92%
Ireland 4.22%
Netherlands 0.64%
Switzerland 1.06%
0.00%
0.00%
Greater Asia 0.27%
Japan 0.00%
0.00%
0.27%
Singapore 0.27%
0.00%
Unidentified Region 1.71%

Bond Credit Quality Exposure

AAA 4.23%
AA 18.97%
A 9.52%
BBB 26.26%
BB 11.04%
B 0.79%
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 29.19%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
32.74%
Materials
6.12%
Consumer Discretionary
6.97%
Financials
14.11%
Real Estate
5.54%
Sensitive
50.20%
Communication Services
0.00%
Energy
9.10%
Industrials
25.75%
Information Technology
15.35%
Defensive
17.01%
Consumer Staples
0.00%
Health Care
5.30%
Utilities
11.70%
Not Classified
0.06%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.06%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 10.78%
Corporate 45.07%
Securitized 33.83%
Municipal 7.61%
Other 2.72%
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Bond Maturity Exposure

Short Term
2.89%
Less than 1 Year
2.89%
Intermediate
62.25%
1 to 3 Years
15.84%
3 to 5 Years
22.47%
5 to 10 Years
23.95%
Long Term
34.87%
10 to 20 Years
5.50%
20 to 30 Years
29.37%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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