Asset Allocation

As of September 30, 2025.
Type % Net
Cash 7.30%
Stock 52.27%
Bond 40.92%
Convertible 0.01%
Preferred 0.01%
Other -0.51%
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Market Capitalization

As of September 30, 2025
Large 79.50%
Mid 10.98%
Small 9.53%
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Region Exposure

% Developed Markets: 93.38%    % Emerging Markets: 1.81%    % Unidentified Markets: 4.81%

Americas 73.90%
73.36%
Canada 1.54%
United States 71.82%
0.54%
Argentina 0.00%
Brazil 0.01%
Chile 0.00%
Colombia 0.05%
Mexico 0.13%
Peru 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.28%
United Kingdom 2.87%
11.08%
Austria 0.01%
Belgium 0.23%
Denmark 0.32%
Finland 0.12%
France 2.64%
Germany 1.69%
Greece 0.08%
Ireland 1.49%
Italy 0.33%
Netherlands 1.60%
Norway 0.13%
Portugal 0.03%
Spain 0.27%
Sweden 1.03%
Switzerland 0.96%
0.01%
Poland 0.00%
Turkey 0.01%
0.32%
Egypt 0.01%
Nigeria 0.01%
Saudi Arabia 0.13%
South Africa 0.01%
United Arab Emirates 0.09%
Greater Asia 7.01%
Japan 3.20%
0.53%
Australia 0.53%
2.07%
Hong Kong 0.53%
Singapore 0.44%
South Korea 0.35%
Taiwan 0.75%
1.21%
China 0.89%
India 0.18%
Indonesia 0.09%
Pakistan 0.01%
Thailand 0.03%
Unidentified Region 4.81%

Bond Credit Quality Exposure

AAA 5.17%
AA 34.59%
A 7.24%
BBB 16.22%
BB 5.57%
B 2.78%
Below B 0.99%
    CCC 0.89%
    CC 0.03%
    C 0.02%
    DDD 0.00%
    DD 0.00%
    D 0.04%
Not Rated 2.58%
Not Available 24.86%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
26.35%
Materials
1.86%
Consumer Discretionary
9.62%
Financials
13.63%
Real Estate
1.24%
Sensitive
33.93%
Communication Services
5.81%
Energy
2.74%
Industrials
8.89%
Information Technology
16.49%
Defensive
10.99%
Consumer Staples
2.35%
Health Care
6.56%
Utilities
2.08%
Not Classified
28.73%
Non Classified Equity
0.02%
Not Classified - Non Equity
28.71%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 32.34%
Corporate 31.41%
Securitized 34.84%
Municipal 0.27%
Other 1.14%
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Bond Maturity Exposure

Short Term
6.85%
Less than 1 Year
6.85%
Intermediate
58.95%
1 to 3 Years
12.13%
3 to 5 Years
20.14%
5 to 10 Years
26.69%
Long Term
33.95%
10 to 20 Years
10.37%
20 to 30 Years
19.49%
Over 30 Years
4.09%
Other
0.25%
As of September 30, 2025
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