Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.51%
Stock 84.53%
Bond 13.60%
Convertible 0.01%
Preferred 0.21%
Other 0.15%
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Market Capitalization

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

% Developed Markets: 92.53%    % Emerging Markets: 5.36%    % Unidentified Markets: 2.11%

Americas 66.42%
65.39%
Canada 0.25%
United States 65.14%
1.03%
Argentina 0.01%
Brazil 0.35%
Chile 0.04%
Colombia 0.04%
Mexico 0.23%
Peru 0.04%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.48%
United Kingdom 3.81%
12.36%
Austria 0.08%
Belgium 0.20%
Denmark 0.42%
Finland 0.25%
France 2.27%
Germany 2.04%
Greece 0.06%
Ireland 0.95%
Italy 0.72%
Netherlands 1.34%
Norway 0.16%
Portugal 0.03%
Spain 0.78%
Sweden 0.77%
Switzerland 2.18%
0.28%
Czech Republic 0.01%
Poland 0.12%
Turkey 0.08%
1.02%
Egypt 0.02%
Israel 0.15%
Nigeria 0.01%
Qatar 0.05%
Saudi Arabia 0.25%
South Africa 0.27%
United Arab Emirates 0.16%
Greater Asia 14.00%
Japan 5.30%
1.56%
Australia 1.53%
3.52%
Hong Kong 0.81%
Singapore 0.37%
South Korea 0.84%
Taiwan 1.49%
3.61%
China 1.97%
India 1.28%
Indonesia 0.12%
Kazakhstan 0.00%
Malaysia 0.09%
Pakistan 0.01%
Philippines 0.03%
Thailand 0.11%
Unidentified Region 2.11%

Bond Credit Quality Exposure

AAA 2.09%
AA 21.11%
A 7.92%
BBB 12.81%
BB 12.22%
B 5.51%
Below B 1.84%
    CCC 1.67%
    CC 0.05%
    C 0.05%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 5.33%
Not Available 31.16%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
30.47%
Materials
2.89%
Consumer Discretionary
9.17%
Financials
14.90%
Real Estate
3.52%
Sensitive
39.76%
Communication Services
6.66%
Energy
2.70%
Industrials
10.03%
Information Technology
20.37%
Defensive
14.53%
Consumer Staples
4.53%
Health Care
7.76%
Utilities
2.24%
Not Classified
15.23%
Non Classified Equity
0.14%
Not Classified - Non Equity
15.09%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 24.68%
Corporate 38.22%
Securitized 34.85%
Municipal 0.09%
Other 2.16%
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Bond Maturity Exposure

Short Term
10.12%
Less than 1 Year
10.12%
Intermediate
53.02%
1 to 3 Years
12.43%
3 to 5 Years
15.55%
5 to 10 Years
25.04%
Long Term
36.06%
10 to 20 Years
10.55%
20 to 30 Years
20.65%
Over 30 Years
4.86%
Other
0.80%
As of September 30, 2025
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