Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.20%
Stock 88.44%
Bond 5.07%
Convertible 0.00%
Preferred 0.05%
Other 4.23%
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Market Capitalization

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

% Developed Markets: 92.58%    % Emerging Markets: 3.02%    % Unidentified Markets: 4.40%

Americas 73.83%
73.05%
Canada 0.17%
United States 72.87%
0.78%
Brazil 0.38%
Mexico 0.40%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.78%
United Kingdom 4.12%
9.33%
Denmark 1.80%
France 3.03%
Ireland 1.21%
Netherlands 0.36%
Spain 0.97%
Switzerland 1.96%
0.03%
0.30%
South Africa 0.27%
United Arab Emirates 0.04%
Greater Asia 7.99%
Japan 2.50%
0.13%
Australia 0.13%
3.42%
Hong Kong 0.31%
South Korea 1.03%
Taiwan 2.08%
1.94%
China 1.64%
India 0.02%
Indonesia 0.12%
Philippines 0.01%
Thailand 0.16%
Unidentified Region 4.40%

Bond Credit Quality Exposure

AAA 0.00%
AA 100.0%
A 0.00%
BBB 0.00%
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 0.00%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
23.89%
Materials
0.86%
Consumer Discretionary
8.63%
Financials
14.40%
Real Estate
0.00%
Sensitive
46.43%
Communication Services
10.74%
Energy
0.00%
Industrials
6.71%
Information Technology
28.99%
Defensive
29.48%
Consumer Staples
7.80%
Health Care
18.29%
Utilities
3.39%
Not Classified
0.19%
Non Classified Equity
0.19%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
86.02%
1 to 3 Years
0.00%
3 to 5 Years
0.00%
5 to 10 Years
86.02%
Long Term
13.98%
10 to 20 Years
13.98%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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