Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 96.46%
Bond 5.23%
Convertible 0.00%
Preferred 0.00%
Other -1.69%
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Market Capitalization

As of September 30, 2025
Large 4.82%
Mid 21.28%
Small 73.90%
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Region Exposure

% Developed Markets: 101.7%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.69%

Americas 95.56%
93.86%
Canada 2.71%
United States 91.16%
1.70%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.13%
United Kingdom 3.13%
3.00%
Ireland 1.17%
Sweden 1.33%
Switzerland 0.50%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -1.69%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
40.54%
Materials
9.70%
Consumer Discretionary
8.42%
Financials
15.50%
Real Estate
6.92%
Sensitive
35.63%
Communication Services
2.42%
Energy
5.94%
Industrials
17.60%
Information Technology
9.67%
Defensive
22.46%
Consumer Staples
2.84%
Health Care
8.40%
Utilities
11.21%
Not Classified
1.38%
Non Classified Equity
1.38%
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 --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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