Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 63.43%
Bond 35.63%
Convertible 0.00%
Preferred 0.00%
Other 0.94%
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Market Capitalization

As of September 30, 2025
Large 73.75%
Mid 16.72%
Small 9.53%
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Region Exposure

% Developed Markets: 96.33%    % Emerging Markets: 1.76%    % Unidentified Markets: 1.91%

Americas 84.58%
83.83%
Canada 2.22%
United States 81.62%
0.74%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.49%
United Kingdom 1.34%
11.15%
Germany 1.06%
Ireland 3.59%
Netherlands 3.69%
Switzerland 0.67%
0.00%
0.00%
Greater Asia 1.02%
Japan 0.00%
0.00%
0.00%
1.02%
Philippines 1.02%
Unidentified Region 1.91%

Bond Credit Quality Exposure

AAA 24.24%
AA 33.69%
A 16.46%
BBB 18.40%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 7.21%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
28.49%
Materials
1.76%
Consumer Discretionary
9.88%
Financials
14.35%
Real Estate
2.49%
Sensitive
55.07%
Communication Services
9.00%
Energy
0.00%
Industrials
11.93%
Information Technology
34.13%
Defensive
15.08%
Consumer Staples
5.92%
Health Care
6.71%
Utilities
2.45%
Not Classified
1.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.37%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 24.83%
Corporate 69.12%
Securitized 0.00%
Municipal 6.05%
Other 0.00%
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Bond Maturity Exposure

Short Term
10.63%
Less than 1 Year
10.63%
Intermediate
84.51%
1 to 3 Years
18.28%
3 to 5 Years
30.90%
5 to 10 Years
35.33%
Long Term
4.86%
10 to 20 Years
4.86%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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