Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.78%
Stock 68.27%
Bond 16.47%
Convertible 0.00%
Preferred 4.44%
Other 9.04%
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Market Capitalization

As of September 30, 2025
Large 73.23%
Mid 18.71%
Small 8.06%
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Region Exposure

% Developed Markets: 89.20%    % Emerging Markets: 0.00%    % Unidentified Markets: 10.80%

Americas 78.11%
78.11%
Canada 6.01%
United States 72.09%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.59%
United Kingdom 1.66%
6.93%
Ireland 1.52%
Netherlands 0.98%
Switzerland 4.43%
0.00%
0.00%
Greater Asia 2.51%
Japan 0.00%
0.00%
2.51%
South Korea 2.51%
0.00%
Unidentified Region 10.80%

Bond Credit Quality Exposure

AAA 0.18%
AA 73.06%
A 6.88%
BBB 1.81%
BB 17.25%
B 0.00%
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 0.82%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
30.55%
Materials
2.96%
Consumer Discretionary
1.79%
Financials
25.81%
Real Estate
0.00%
Sensitive
32.46%
Communication Services
3.87%
Energy
3.38%
Industrials
10.78%
Information Technology
14.43%
Defensive
23.17%
Consumer Staples
3.64%
Health Care
19.54%
Utilities
0.00%
Not Classified
13.82%
Non Classified Equity
0.95%
Not Classified - Non Equity
12.86%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 47.22%
Corporate 12.15%
Securitized 0.00%
Municipal 26.67%
Other 13.96%
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Bond Maturity Exposure

Short Term
32.85%
Less than 1 Year
32.85%
Intermediate
50.99%
1 to 3 Years
30.05%
3 to 5 Years
12.19%
5 to 10 Years
8.75%
Long Term
5.64%
10 to 20 Years
5.64%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
10.52%
As of September 30, 2025
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