Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.21%
Stock 73.00%
Bond 21.32%
Convertible 0.00%
Preferred 0.14%
Other 3.33%
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Market Capitalization

As of September 30, 2025
Large 78.43%
Mid 13.19%
Small 8.38%
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Region Exposure

% Developed Markets: 86.96%    % Emerging Markets: 7.12%    % Unidentified Markets: 5.93%

Americas 63.00%
60.95%
Canada 1.98%
United States 58.96%
2.05%
Brazil 0.58%
Chile 0.02%
Colombia 0.07%
Mexico 0.48%
Peru 0.09%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.08%
United Kingdom 4.31%
12.35%
Austria 0.00%
Belgium 0.40%
Denmark 0.47%
Finland 0.10%
France 2.05%
Germany 2.35%
Greece 0.13%
Ireland 1.38%
Italy 1.02%
Netherlands 0.98%
Norway 0.02%
Portugal 0.17%
Spain 1.24%
Sweden 0.37%
Switzerland 1.40%
0.37%
Czech Republic 0.05%
Poland 0.10%
Turkey 0.07%
1.05%
Egypt 0.02%
Israel 0.04%
Saudi Arabia 0.28%
South Africa 0.50%
United Arab Emirates 0.15%
Greater Asia 12.99%
Japan 3.40%
0.41%
Australia 0.41%
4.65%
Hong Kong 0.66%
Singapore 0.27%
South Korea 1.19%
Taiwan 2.53%
4.53%
China 2.42%
India 1.55%
Indonesia 0.32%
Malaysia 0.10%
Philippines 0.02%
Thailand 0.11%
Unidentified Region 5.93%

Bond Credit Quality Exposure

AAA 9.63%
AA 51.25%
A 5.99%
BBB 15.15%
BB 1.77%
B 0.10%
Below B 0.01%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.06%
Not Available 16.05%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
32.28%
Materials
3.90%
Consumer Discretionary
9.76%
Financials
16.84%
Real Estate
1.77%
Sensitive
45.49%
Communication Services
8.16%
Energy
2.69%
Industrials
11.49%
Information Technology
23.15%
Defensive
13.16%
Consumer Staples
4.06%
Health Care
7.08%
Utilities
2.02%
Not Classified
9.07%
Non Classified Equity
0.43%
Not Classified - Non Equity
8.64%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 61.38%
Corporate 18.31%
Securitized 19.58%
Municipal 0.41%
Other 0.32%
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Bond Maturity Exposure

Short Term
9.05%
Less than 1 Year
9.05%
Intermediate
57.98%
1 to 3 Years
7.34%
3 to 5 Years
17.94%
5 to 10 Years
32.70%
Long Term
32.48%
10 to 20 Years
12.31%
20 to 30 Years
18.27%
Over 30 Years
1.91%
Other
0.49%
As of September 30, 2025
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