Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.01%
Stock 41.43%
Bond 56.74%
Convertible 0.00%
Preferred 0.01%
Other 0.81%
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Market Capitalization

As of September 30, 2025
Large 72.55%
Mid 18.08%
Small 9.37%
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Region Exposure

% Developed Markets: 97.54%    % Emerging Markets: 1.12%    % Unidentified Markets: 1.34%

Americas 85.51%
84.47%
Canada 39.58%
United States 44.90%
1.04%
Argentina 0.02%
Brazil 0.09%
Chile 0.01%
Colombia 0.10%
Mexico 0.26%
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 9.02%
United Kingdom 2.47%
6.05%
Austria 0.07%
Belgium 0.03%
Denmark 0.19%
Finland 0.19%
France 1.27%
Germany 0.81%
Greece 0.01%
Ireland 0.25%
Italy 0.40%
Netherlands 0.47%
Norway 0.19%
Portugal 0.00%
Spain 0.51%
Sweden 0.22%
Switzerland 1.13%
0.20%
Poland 0.01%
Turkey 0.07%
0.31%
Egypt 0.02%
Israel 0.10%
Nigeria 0.01%
Saudi Arabia 0.01%
South Africa 0.04%
United Arab Emirates 0.00%
Greater Asia 4.12%
Japan 2.89%
0.79%
Australia 0.76%
0.40%
Hong Kong 0.23%
Singapore 0.16%
South Korea 0.01%
0.05%
Indonesia 0.01%
Pakistan 0.00%
Philippines 0.01%
Unidentified Region 1.34%

Bond Credit Quality Exposure

AAA 9.46%
AA 20.34%
A 18.39%
BBB 37.08%
BB 6.29%
B 4.21%
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 3.72%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
38.15%
Materials
7.16%
Consumer Discretionary
6.30%
Financials
21.32%
Real Estate
3.37%
Sensitive
37.99%
Communication Services
5.29%
Energy
4.88%
Industrials
11.05%
Information Technology
16.78%
Defensive
18.74%
Consumer Staples
6.85%
Health Care
5.82%
Utilities
6.07%
Not Classified
5.12%
Non Classified Equity
1.20%
Not Classified - Non Equity
3.92%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 22.33%
Corporate 47.60%
Securitized 1.93%
Municipal 20.51%
Other 7.63%
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Bond Maturity Exposure

Short Term
3.95%
Less than 1 Year
3.95%
Intermediate
61.68%
1 to 3 Years
13.28%
3 to 5 Years
15.03%
5 to 10 Years
33.37%
Long Term
34.08%
10 to 20 Years
9.43%
20 to 30 Years
16.82%
Over 30 Years
7.82%
Other
0.29%
As of September 30, 2025
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