Asset Allocation

As of September 30, 2025.
Type % Net
Cash 7.35%
Stock 62.18%
Bond 28.76%
Convertible 0.00%
Preferred 0.29%
Other 1.41%
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Market Capitalization

As of September 30, 2025
Large 88.45%
Mid 10.17%
Small 1.38%
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Region Exposure

% Developed Markets: 82.87%    % Emerging Markets: 8.61%    % Unidentified Markets: 8.52%

Americas 54.65%
49.69%
Canada 2.91%
United States 46.79%
4.95%
Brazil 2.74%
Chile 0.10%
Colombia 0.20%
Mexico 1.66%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.80%
United Kingdom 7.10%
16.52%
Austria 0.15%
Belgium 0.16%
Denmark 0.85%
France 3.31%
Germany 2.88%
Greece 0.17%
Ireland 1.19%
Italy 1.78%
Netherlands 1.87%
Norway 0.03%
Portugal 0.03%
Spain 1.28%
Sweden 0.66%
Switzerland 1.67%
0.13%
Poland 0.02%
Turkey 0.05%
0.06%
Qatar 0.06%
Greater Asia 13.03%
Japan 6.03%
0.44%
Australia 0.44%
3.01%
Hong Kong 0.24%
Singapore 0.33%
South Korea 0.45%
Taiwan 1.94%
3.55%
China 1.65%
India 1.21%
Indonesia 0.17%
Malaysia 0.40%
Philippines 0.07%
Thailand 0.05%
Unidentified Region 8.52%

Bond Credit Quality Exposure

AAA 12.39%
AA 27.60%
A 14.55%
BBB 16.32%
BB 4.54%
B 0.64%
Below B 0.18%
    CCC 0.18%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 23.78%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
28.70%
Materials
6.63%
Consumer Discretionary
7.40%
Financials
13.96%
Real Estate
0.71%
Sensitive
39.91%
Communication Services
6.41%
Energy
3.20%
Industrials
13.73%
Information Technology
16.57%
Defensive
19.65%
Consumer Staples
4.92%
Health Care
9.97%
Utilities
4.77%
Not Classified
11.74%
Non Classified Equity
0.00%
Not Classified - Non Equity
11.74%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 62.61%
Corporate 21.84%
Securitized 15.07%
Municipal 0.44%
Other 0.04%
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Bond Maturity Exposure

Short Term
3.22%
Less than 1 Year
3.22%
Intermediate
63.97%
1 to 3 Years
17.01%
3 to 5 Years
17.73%
5 to 10 Years
29.23%
Long Term
29.11%
10 to 20 Years
10.51%
20 to 30 Years
16.45%
Over 30 Years
2.15%
Other
3.69%
As of September 30, 2025
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