Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.69%
Stock 60.59%
Bond 37.23%
Convertible 0.00%
Preferred 0.01%
Other 1.49%
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Market Capitalization

As of September 30, 2025
Large 72.66%
Mid 18.35%
Small 8.99%
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Region Exposure

% Developed Markets: 97.41%    % Emerging Markets: 0.83%    % Unidentified Markets: 1.76%

Americas 81.08%
80.13%
Canada 34.16%
United States 45.96%
0.95%
Argentina 0.01%
Brazil 0.06%
Chile 0.01%
Colombia 0.07%
Mexico 0.25%
Peru 0.00%
Venezuela 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.48%
United Kingdom 2.97%
8.10%
Austria 0.09%
Belgium 0.03%
Denmark 0.27%
Finland 0.27%
France 1.65%
Germany 1.11%
Greece 0.01%
Ireland 0.32%
Italy 0.55%
Netherlands 0.59%
Norway 0.27%
Portugal 0.00%
Spain 0.73%
Sweden 0.32%
Switzerland 1.61%
0.13%
Poland 0.01%
Turkey 0.05%
0.28%
Egypt 0.01%
Israel 0.14%
Nigeria 0.01%
Saudi Arabia 0.00%
South Africa 0.03%
United Arab Emirates 0.00%
Greater Asia 5.69%
Japan 4.12%
0.97%
Australia 0.93%
0.57%
Hong Kong 0.32%
Singapore 0.23%
South Korea 0.01%
0.03%
Indonesia 0.01%
Pakistan 0.00%
Philippines 0.00%
Unidentified Region 1.76%

Bond Credit Quality Exposure

AAA 9.39%
AA 20.25%
A 18.26%
BBB 36.89%
BB 6.41%
B 4.29%
Below B 0.34%
    CCC 0.29%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.04%
Not Rated 0.18%
Not Available 4.00%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
38.95%
Materials
7.30%
Consumer Discretionary
6.42%
Financials
21.78%
Real Estate
3.46%
Sensitive
38.76%
Communication Services
5.39%
Energy
4.96%
Industrials
11.28%
Information Technology
17.13%
Defensive
19.14%
Consumer Staples
7.00%
Health Care
5.93%
Utilities
6.21%
Not Classified
3.15%
Non Classified Equity
1.20%
Not Classified - Non Equity
1.95%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 22.37%
Corporate 47.61%
Securitized 1.93%
Municipal 20.50%
Other 7.58%
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Bond Maturity Exposure

Short Term
4.19%
Less than 1 Year
4.19%
Intermediate
61.59%
1 to 3 Years
13.24%
3 to 5 Years
15.07%
5 to 10 Years
33.28%
Long Term
33.92%
10 to 20 Years
9.38%
20 to 30 Years
16.76%
Over 30 Years
7.77%
Other
0.30%
As of September 30, 2025
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