Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.29%
Stock 88.66%
Bond 9.00%
Convertible 0.00%
Preferred 0.10%
Other -0.05%
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Market Capitalization

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

% Developed Markets: 93.62%    % Emerging Markets: 4.44%    % Unidentified Markets: 1.94%

Americas 66.25%
65.27%
Canada 0.32%
United States 64.95%
0.98%
Argentina 0.01%
Brazil 0.38%
Chile 0.02%
Colombia 0.02%
Mexico 0.20%
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 18.90%
United Kingdom 4.26%
13.94%
Austria 0.06%
Belgium 0.19%
Denmark 0.52%
Finland 0.17%
France 3.19%
Germany 2.44%
Greece 0.07%
Ireland 1.48%
Italy 0.47%
Netherlands 1.94%
Norway 0.04%
Portugal 0.01%
Spain 0.74%
Sweden 0.81%
Switzerland 1.62%
0.20%
Czech Republic 0.01%
Poland 0.05%
Turkey 0.10%
0.51%
Egypt 0.01%
Israel 0.00%
Nigeria 0.01%
Qatar 0.02%
Saudi Arabia 0.14%
South Africa 0.18%
United Arab Emirates 0.09%
Greater Asia 12.92%
Japan 4.83%
1.28%
Australia 1.27%
3.74%
Hong Kong 0.73%
Singapore 0.67%
South Korea 0.76%
Taiwan 1.57%
3.07%
China 1.88%
India 0.93%
Indonesia 0.10%
Kazakhstan 0.01%
Malaysia 0.04%
Pakistan 0.00%
Philippines 0.02%
Thailand 0.09%
Unidentified Region 1.94%

Bond Credit Quality Exposure

AAA 1.84%
AA 21.63%
A 6.97%
BBB 11.45%
BB 12.05%
B 5.58%
Below B 1.90%
    CCC 1.72%
    CC 0.05%
    C 0.05%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 4.69%
Not Available 33.90%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
34.33%
Materials
2.64%
Consumer Discretionary
10.79%
Financials
17.11%
Real Estate
3.79%
Sensitive
40.06%
Communication Services
6.52%
Energy
3.29%
Industrials
10.41%
Information Technology
19.85%
Defensive
14.36%
Consumer Staples
3.56%
Health Care
8.34%
Utilities
2.46%
Not Classified
11.25%
Non Classified Equity
0.07%
Not Classified - Non Equity
11.18%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 31.16%
Corporate 36.09%
Securitized 30.64%
Municipal 0.15%
Other 1.96%
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Bond Maturity Exposure

Short Term
17.27%
Less than 1 Year
17.27%
Intermediate
50.27%
1 to 3 Years
12.82%
3 to 5 Years
14.62%
5 to 10 Years
22.82%
Long Term
31.75%
10 to 20 Years
9.30%
20 to 30 Years
18.18%
Over 30 Years
4.27%
Other
0.72%
As of September 30, 2025
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