Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.46%
Stock 73.32%
Bond 24.17%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of September 30, 2025
Large 48.75%
Mid 23.76%
Small 27.50%
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Region Exposure

% Developed Markets: 97.49%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.51%

Americas 95.25%
95.25%
Canada 3.05%
United States 92.19%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.25%
United Kingdom 0.00%
2.25%
Switzerland 2.25%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.51%

Bond Credit Quality Exposure

AAA 0.00%
AA 38.67%
A 5.33%
BBB 49.65%
BB 0.00%
B 4.13%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 2.22%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
37.47%
Materials
1.89%
Consumer Discretionary
6.19%
Financials
29.39%
Real Estate
0.00%
Sensitive
33.95%
Communication Services
6.05%
Energy
14.01%
Industrials
7.20%
Information Technology
6.69%
Defensive
22.90%
Consumer Staples
3.85%
Health Care
19.05%
Utilities
0.00%
Not Classified
5.67%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.67%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 40.89%
Corporate 59.11%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
60.62%
Less than 1 Year
60.62%
Intermediate
31.10%
1 to 3 Years
14.19%
3 to 5 Years
8.74%
5 to 10 Years
8.17%
Long Term
8.28%
10 to 20 Years
0.00%
20 to 30 Years
8.28%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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