Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.15%
Stock 81.88%
Bond 15.32%
Convertible 0.00%
Preferred 0.01%
Other 0.63%
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Market Capitalization

As of September 30, 2025
Large 78.11%
Mid 8.64%
Small 13.25%
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Region Exposure

% Developed Markets: 96.29%    % Emerging Markets: 0.93%    % Unidentified Markets: 2.78%

Americas 85.51%
84.61%
Canada 0.76%
United States 83.85%
0.91%
Brazil 0.90%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.88%
United Kingdom 3.04%
6.80%
Finland 0.01%
France 0.29%
Germany 0.77%
Ireland 1.57%
Italy 0.10%
Netherlands 2.23%
Spain 0.74%
Sweden 0.09%
Switzerland 0.99%
0.02%
Czech Republic 0.01%
Turkey 0.01%
0.03%
Israel 0.03%
Greater Asia 1.83%
Japan 0.03%
0.02%
Australia 0.02%
1.76%
South Korea 0.12%
Taiwan 1.64%
0.01%
China 0.01%
Unidentified Region 2.78%

Bond Credit Quality Exposure

AAA 0.00%
AA 59.15%
A 12.80%
BBB 22.30%
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 5.75%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
29.36%
Materials
1.28%
Consumer Discretionary
7.07%
Financials
18.34%
Real Estate
2.67%
Sensitive
55.46%
Communication Services
11.84%
Energy
5.50%
Industrials
10.00%
Information Technology
28.12%
Defensive
14.41%
Consumer Staples
4.66%
Health Care
7.39%
Utilities
2.36%
Not Classified
0.77%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.77%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 56.31%
Corporate 43.69%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
25.45%
Less than 1 Year
25.45%
Intermediate
40.98%
1 to 3 Years
6.27%
3 to 5 Years
7.46%
5 to 10 Years
27.25%
Long Term
33.57%
10 to 20 Years
4.37%
20 to 30 Years
29.21%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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