Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.72%
Stock 24.47%
Bond 32.65%
Convertible 0.00%
Preferred 2.15%
Other 40.01%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 48.49%    % Emerging Markets: 1.06%    % Unidentified Markets: 50.45%

Americas 45.52%
44.99%
Canada 3.98%
United States 41.01%
0.53%
Brazil 0.48%
Mexico 0.06%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.22%
United Kingdom 1.74%
1.24%
Finland 0.34%
France 0.01%
Germany 0.02%
Ireland 0.08%
Italy 0.01%
Netherlands 0.01%
Norway 0.32%
Spain 0.09%
Switzerland 0.36%
0.00%
0.23%
South Africa 0.23%
Greater Asia 0.81%
Japan 0.00%
0.46%
Australia 0.46%
0.05%
Hong Kong 0.02%
Taiwan 0.03%
0.29%
China 0.29%
Unidentified Region 50.45%

Bond Credit Quality Exposure

AAA 0.50%
AA 73.16%
A 5.07%
BBB 9.57%
BB 3.33%
B 1.35%
Below B 0.98%
    CCC 0.83%
    CC 0.08%
    C 0.07%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 4.44%
Not Available 1.62%
Short Term 0.00%
As of September 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
15.32%
Materials
12.25%
Consumer Discretionary
0.00%
Financials
1.54%
Real Estate
1.53%
Sensitive
7.78%
Communication Services
0.03%
Energy
7.07%
Industrials
0.36%
Information Technology
0.32%
Defensive
2.71%
Consumer Staples
1.80%
Health Care
0.00%
Utilities
0.91%
Not Classified
74.20%
Non Classified Equity
13.56%
Not Classified - Non Equity
60.64%
As of September 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 73.37%
Corporate 12.04%
Securitized 14.59%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.34%
Less than 1 Year
1.34%
Intermediate
74.12%
1 to 3 Years
20.08%
3 to 5 Years
20.92%
5 to 10 Years
33.11%
Long Term
24.55%
10 to 20 Years
12.59%
20 to 30 Years
10.61%
Over 30 Years
1.34%
Other
0.00%
As of September 30, 2025
View Bond Maturity Exposure
Start Trial