Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.14%
Stock 59.91%
Bond 35.33%
Convertible 0.00%
Preferred 1.48%
Other 0.14%
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Market Capitalization

As of September 30, 2025
Large 72.89%
Mid 15.34%
Small 11.76%
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Region Exposure

% Developed Markets: 93.59%    % Emerging Markets: 1.68%    % Unidentified Markets: 4.74%

Americas 81.15%
79.57%
Canada 5.09%
United States 74.48%
1.59%
Brazil 0.27%
Colombia 0.32%
Mexico 0.54%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.07%
United Kingdom 2.16%
4.37%
Austria 0.05%
Belgium 0.11%
Denmark 0.05%
Finland 0.01%
France 0.56%
Germany 1.02%
Greece 0.30%
Ireland 0.35%
Italy 0.67%
Netherlands 0.50%
Norway 0.01%
Portugal 0.01%
Spain 0.03%
Sweden 0.03%
Switzerland 0.16%
0.07%
Poland 0.05%
0.48%
Israel 0.47%
Greater Asia 7.03%
Japan 0.71%
0.36%
Australia 0.36%
5.94%
Hong Kong 0.57%
Singapore 0.00%
South Korea 0.25%
Taiwan 5.12%
0.02%
China 0.02%
Unidentified Region 4.74%

Bond Credit Quality Exposure

AAA 1.09%
AA 54.94%
A 3.46%
BBB 11.67%
BB 12.36%
B 6.78%
Below B 1.68%
    CCC 1.39%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.29%
Not Rated 0.36%
Not Available 7.65%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
22.04%
Materials
5.44%
Consumer Discretionary
10.39%
Financials
5.63%
Real Estate
0.59%
Sensitive
65.48%
Communication Services
21.86%
Energy
0.08%
Industrials
1.73%
Information Technology
41.81%
Defensive
3.51%
Consumer Staples
2.27%
Health Care
1.20%
Utilities
0.05%
Not Classified
8.96%
Non Classified Equity
3.65%
Not Classified - Non Equity
5.31%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 61.30%
Corporate 33.10%
Securitized 2.70%
Municipal 1.10%
Other 1.81%
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Bond Maturity Exposure

Short Term
3.64%
Less than 1 Year
3.64%
Intermediate
68.85%
1 to 3 Years
5.83%
3 to 5 Years
11.48%
5 to 10 Years
51.54%
Long Term
26.61%
10 to 20 Years
3.46%
20 to 30 Years
21.49%
Over 30 Years
1.67%
Other
0.90%
As of September 30, 2025
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