Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.22%
Stock 66.71%
Bond 30.26%
Convertible 0.01%
Preferred 0.17%
Other 0.62%
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Market Capitalization

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

% Developed Markets: 90.80%    % Emerging Markets: 4.97%    % Unidentified Markets: 4.23%

Americas 68.94%
67.74%
Canada 0.48%
United States 67.25%
1.21%
Argentina 0.03%
Brazil 0.30%
Chile 0.04%
Colombia 0.07%
Mexico 0.28%
Peru 0.06%
Venezuela 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.50%
United Kingdom 3.40%
10.72%
Austria 0.07%
Belgium 0.18%
Denmark 0.36%
Finland 0.20%
France 2.12%
Germany 1.63%
Greece 0.05%
Ireland 0.91%
Italy 0.60%
Netherlands 1.14%
Norway 0.16%
Portugal 0.02%
Spain 0.68%
Sweden 0.66%
Switzerland 1.78%
0.33%
Czech Republic 0.01%
Poland 0.11%
Turkey 0.11%
1.04%
Egypt 0.06%
Israel 0.12%
Nigeria 0.03%
Qatar 0.04%
Saudi Arabia 0.21%
South Africa 0.24%
United Arab Emirates 0.14%
Greater Asia 11.32%
Japan 4.28%
1.30%
Australia 1.28%
2.82%
Hong Kong 0.64%
Singapore 0.31%
South Korea 0.68%
Taiwan 1.18%
2.92%
China 1.56%
India 1.02%
Indonesia 0.11%
Kazakhstan 0.00%
Malaysia 0.07%
Pakistan 0.02%
Philippines 0.03%
Thailand 0.08%
Unidentified Region 4.23%

Bond Credit Quality Exposure

AAA 2.53%
AA 20.21%
A 9.33%
BBB 14.14%
BB 12.02%
B 5.28%
Below B 1.72%
    CCC 1.56%
    CC 0.05%
    C 0.05%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 4.77%
Not Available 30.00%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
25.75%
Materials
2.44%
Consumer Discretionary
7.75%
Financials
12.61%
Real Estate
2.95%
Sensitive
33.66%
Communication Services
5.65%
Energy
2.28%
Industrials
8.45%
Information Technology
17.27%
Defensive
12.29%
Consumer Staples
3.85%
Health Care
6.55%
Utilities
1.90%
Not Classified
28.30%
Non Classified Equity
0.12%
Not Classified - Non Equity
28.18%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 19.47%
Corporate 39.33%
Securitized 39.29%
Municipal 0.04%
Other 1.87%
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Bond Maturity Exposure

Short Term
5.10%
Less than 1 Year
5.10%
Intermediate
54.45%
1 to 3 Years
11.12%
3 to 5 Years
16.31%
5 to 10 Years
27.01%
Long Term
39.66%
10 to 20 Years
11.70%
20 to 30 Years
22.90%
Over 30 Years
5.05%
Other
0.79%
As of September 30, 2025
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