Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.15%
Stock 63.57%
Bond 34.18%
Convertible 0.00%
Preferred 0.00%
Other 2.10%
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Market Capitalization

As of September 30, 2025
Large 66.60%
Mid 24.62%
Small 8.79%
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Region Exposure

% Developed Markets: 94.67%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.33%

Americas 93.17%
93.17%
Canada 1.23%
United States 91.93%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.30%
United Kingdom 1.06%
0.24%
Germany 0.24%
0.00%
0.00%
Greater Asia 0.20%
Japan 0.00%
0.00%
0.20%
Taiwan 0.20%
0.00%
Unidentified Region 5.33%

Bond Credit Quality Exposure

AAA 0.00%
AA 49.02%
A 0.01%
BBB 0.99%
BB 12.95%
B 20.83%
Below B 1.21%
    CCC 1.21%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 14.99%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
17.22%
Materials
0.73%
Consumer Discretionary
10.62%
Financials
5.86%
Real Estate
0.00%
Sensitive
47.96%
Communication Services
6.53%
Energy
1.86%
Industrials
2.60%
Information Technology
36.98%
Defensive
30.58%
Consumer Staples
0.00%
Health Care
19.96%
Utilities
10.63%
Not Classified
4.23%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.23%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 49.08%
Corporate 41.56%
Securitized 0.11%
Municipal 0.00%
Other 9.25%
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Bond Maturity Exposure

Short Term
0.14%
Less than 1 Year
0.14%
Intermediate
98.73%
1 to 3 Years
4.46%
3 to 5 Years
59.46%
5 to 10 Years
34.81%
Long Term
1.13%
10 to 20 Years
0.42%
20 to 30 Years
0.42%
Over 30 Years
0.29%
Other
0.00%
As of September 30, 2025
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