Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.05%
Stock 30.19%
Bond 66.90%
Convertible 0.00%
Preferred 0.14%
Other 0.73%
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Market Capitalization

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

% Developed Markets: 93.29%    % Emerging Markets: 4.13%    % Unidentified Markets: 2.58%

Americas 69.84%
68.80%
Canada 45.44%
United States 23.36%
1.03%
Brazil 0.26%
Colombia 0.01%
Mexico 0.50%
Peru 0.15%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.04%
United Kingdom 5.50%
12.87%
Austria 0.07%
Belgium 0.26%
Denmark 0.24%
Finland 0.11%
France 3.92%
Germany 1.84%
Greece 0.23%
Ireland 0.67%
Italy 2.23%
Netherlands 0.56%
Norway 0.01%
Portugal 0.04%
Spain 1.54%
Sweden 0.46%
Switzerland 0.61%
0.27%
Poland -0.00%
Turkey 0.09%
0.40%
Israel 0.02%
Saudi Arabia 0.04%
South Africa 0.25%
United Arab Emirates 0.09%
Greater Asia 8.54%
Japan 3.16%
0.62%
Australia 0.45%
2.25%
Hong Kong 0.26%
Singapore 0.11%
South Korea 0.72%
Taiwan 1.17%
2.50%
China 1.85%
India 0.52%
Indonesia 0.04%
Kazakhstan 0.01%
Malaysia 0.08%
Thailand 0.01%
Unidentified Region 2.58%

Bond Credit Quality Exposure

AAA 30.87%
AA 34.81%
A 15.27%
BBB 10.80%
BB 0.45%
B 0.03%
Below B 0.01%
    CCC 0.01%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.49%
Not Available 7.28%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
13.05%
Materials
2.95%
Consumer Discretionary
2.75%
Financials
7.14%
Real Estate
0.21%
Sensitive
14.05%
Communication Services
2.25%
Energy
1.68%
Industrials
4.82%
Information Technology
5.30%
Defensive
3.07%
Consumer Staples
1.29%
Health Care
1.30%
Utilities
0.49%
Not Classified
69.82%
Non Classified Equity
0.20%
Not Classified - Non Equity
69.62%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 65.59%
Corporate 18.03%
Securitized 2.04%
Municipal 11.20%
Other 3.14%
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Bond Maturity Exposure

Short Term
3.79%
Less than 1 Year
3.79%
Intermediate
77.08%
1 to 3 Years
24.41%
3 to 5 Years
25.24%
5 to 10 Years
27.43%
Long Term
19.09%
10 to 20 Years
9.46%
20 to 30 Years
7.39%
Over 30 Years
2.25%
Other
0.04%
As of September 30, 2025
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