Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.68%
Stock 44.82%
Bond 53.05%
Convertible 0.00%
Preferred 0.71%
Other -0.25%
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Market Capitalization

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

% Developed Markets: 92.31%    % Emerging Markets: 5.06%    % Unidentified Markets: 2.64%

Americas 89.55%
86.18%
Canada 0.61%
United States 85.57%
3.37%
Argentina 0.15%
Brazil 0.13%
Chile 0.17%
Colombia 0.13%
Mexico 0.26%
Peru 0.14%
Venezuela 0.04%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.97%
United Kingdom 1.96%
1.89%
Austria 0.00%
Belgium 0.00%
Denmark 0.00%
Finland 0.02%
France 0.57%
Germany 0.10%
Ireland 0.36%
Italy 0.04%
Netherlands 0.13%
Norway 0.00%
Spain 0.02%
Sweden 0.00%
Switzerland 0.35%
0.58%
Poland 0.05%
Turkey 0.17%
1.54%
Egypt 0.13%
Israel 0.02%
Nigeria 0.10%
Qatar 0.08%
Saudi Arabia 0.22%
South Africa 0.15%
United Arab Emirates 0.15%
Greater Asia 1.84%
Japan 0.42%
0.07%
Australia 0.07%
0.50%
Hong Kong 0.00%
Singapore 0.01%
South Korea 0.19%
Taiwan 0.29%
0.85%
China 0.00%
India 0.18%
Indonesia 0.22%
Kazakhstan 0.04%
Malaysia 0.08%
Pakistan 0.05%
Philippines 0.11%
Thailand 0.02%
Unidentified Region 2.64%

Bond Credit Quality Exposure

AAA 2.12%
AA 23.13%
A 10.45%
BBB 14.28%
BB 10.09%
B 5.18%
Below B 1.17%
    CCC 1.07%
    CC 0.00%
    C 0.05%
    DDD 0.00%
    DD 0.00%
    D 0.05%
Not Rated 0.80%
Not Available 32.79%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
32.15%
Materials
3.43%
Consumer Discretionary
9.82%
Financials
15.40%
Real Estate
3.49%
Sensitive
37.30%
Communication Services
5.52%
Energy
3.29%
Industrials
9.46%
Information Technology
19.03%
Defensive
12.42%
Consumer Staples
2.73%
Health Care
6.64%
Utilities
3.05%
Not Classified
18.14%
Non Classified Equity
0.11%
Not Classified - Non Equity
18.03%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 25.08%
Corporate 27.25%
Securitized 41.17%
Municipal 0.10%
Other 6.40%
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Bond Maturity Exposure

Short Term
7.83%
Less than 1 Year
7.83%
Intermediate
41.65%
1 to 3 Years
9.79%
3 to 5 Years
13.36%
5 to 10 Years
18.50%
Long Term
48.58%
10 to 20 Years
10.91%
20 to 30 Years
32.58%
Over 30 Years
5.09%
Other
1.94%
As of September 30, 2025
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