Asset Allocation

As of September 30, 2025.
Type % Net
Cash -5.39%
Stock 80.13%
Bond 16.23%
Convertible 0.00%
Preferred 0.15%
Other 8.88%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 94.42%    % Emerging Markets: 3.57%    % Unidentified Markets: 2.00%

Americas 68.49%
67.26%
Canada 0.32%
United States 66.94%
1.22%
Argentina 0.01%
Brazil 0.33%
Chile 0.03%
Colombia 0.05%
Mexico 0.24%
Peru 0.05%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.04%
United Kingdom 3.89%
13.29%
Austria 0.05%
Belgium 0.20%
Denmark 0.54%
Finland 0.23%
France 2.28%
Germany 2.48%
Greece 0.03%
Ireland 1.08%
Italy 0.77%
Netherlands 1.43%
Norway 0.15%
Portugal 0.05%
Spain 0.74%
Sweden 0.65%
Switzerland 2.40%
0.19%
Poland 0.06%
Turkey 0.04%
0.67%
Egypt 0.01%
Israel 0.25%
Nigeria 0.01%
Qatar 0.02%
Saudi Arabia 0.11%
South Africa 0.17%
United Arab Emirates 0.08%
Greater Asia 11.47%
Japan 4.83%
1.60%
Australia 1.56%
2.79%
Hong Kong 0.82%
Singapore 0.46%
South Korea 0.56%
Taiwan 0.95%
2.26%
China 1.07%
India 0.93%
Indonesia 0.11%
Kazakhstan 0.01%
Malaysia 0.02%
Philippines 0.02%
Thailand 0.05%
Unidentified Region 2.00%

Bond Credit Quality Exposure

AAA 6.97%
AA 42.71%
A 8.56%
BBB 17.04%
BB 4.65%
B 1.12%
Below B 0.40%
    CCC 0.35%
    CC 0.03%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.78%
Not Available 17.77%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
29.23%
Materials
2.49%
Consumer Discretionary
8.52%
Financials
14.94%
Real Estate
3.28%
Sensitive
39.11%
Communication Services
6.58%
Energy
2.60%
Industrials
9.64%
Information Technology
20.29%
Defensive
14.36%
Consumer Staples
4.68%
Health Care
7.56%
Utilities
2.12%
Not Classified
17.30%
Non Classified Equity
0.24%
Not Classified - Non Equity
17.05%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 51.03%
Corporate 25.22%
Securitized 19.64%
Municipal 0.70%
Other 3.41%
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Bond Maturity Exposure

Short Term
17.68%
Less than 1 Year
17.68%
Intermediate
42.13%
1 to 3 Years
9.97%
3 to 5 Years
10.77%
5 to 10 Years
21.38%
Long Term
37.95%
10 to 20 Years
11.45%
20 to 30 Years
16.98%
Over 30 Years
9.53%
Other
2.24%
As of September 30, 2025
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