Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.43%
Stock 69.32%
Bond 30.13%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of September 30, 2025
Large 72.91%
Mid 18.31%
Small 8.77%
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Region Exposure

% Developed Markets: 99.45%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.55%

Americas 93.33%
93.33%
United States 93.33%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.12%
United Kingdom 0.00%
6.12%
Ireland 2.66%
Switzerland 3.46%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.55%

Bond Credit Quality Exposure

AAA 0.00%
AA 50.62%
A 17.12%
BBB 32.07%
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 0.19%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
50.76%
Materials
11.54%
Consumer Discretionary
6.70%
Financials
32.52%
Real Estate
0.00%
Sensitive
38.94%
Communication Services
8.39%
Energy
2.30%
Industrials
12.72%
Information Technology
15.52%
Defensive
9.31%
Consumer Staples
7.13%
Health Care
2.18%
Utilities
0.00%
Not Classified
0.99%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.99%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 48.45%
Corporate 49.19%
Securitized 2.36%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
5.21%
Less than 1 Year
5.21%
Intermediate
92.43%
1 to 3 Years
30.24%
3 to 5 Years
27.62%
5 to 10 Years
34.57%
Long Term
2.36%
10 to 20 Years
2.36%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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