Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.17%
Stock 82.37%
Bond 16.30%
Convertible 0.00%
Preferred 0.13%
Other 1.03%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 92.43%    % Emerging Markets: 6.64%    % Unidentified Markets: 0.93%

Americas 74.02%
72.60%
Canada 2.34%
United States 70.26%
1.42%
Argentina 0.05%
Brazil 0.35%
Chile 0.09%
Colombia 0.07%
Mexico 0.38%
Peru 0.04%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.46%
United Kingdom 2.41%
8.29%
Austria 0.04%
Belgium 0.15%
Denmark 0.38%
Finland 0.11%
France 1.21%
Germany 1.21%
Greece 0.05%
Ireland 1.16%
Italy 0.35%
Netherlands 0.61%
Norway 0.08%
Portugal 0.02%
Spain 0.36%
Sweden 0.45%
Switzerland 2.00%
0.39%
Czech Republic 0.01%
Poland 0.09%
Turkey 0.18%
1.38%
Egypt 0.04%
Israel 0.12%
Nigeria 0.02%
Qatar 0.12%
Saudi Arabia 0.41%
South Africa 0.27%
United Arab Emirates 0.20%
Greater Asia 12.59%
Japan 4.28%
0.97%
Australia 0.92%
3.08%
Hong Kong 0.69%
Singapore 0.28%
South Korea 0.58%
Taiwan 1.53%
4.26%
China 1.99%
India 1.61%
Indonesia 0.23%
Kazakhstan 0.01%
Malaysia 0.15%
Pakistan 0.01%
Philippines 0.11%
Thailand 0.12%
Unidentified Region 0.93%

Bond Credit Quality Exposure

AAA 1.16%
AA 38.59%
A 13.68%
BBB 17.54%
BB 2.46%
B 0.85%
Below B 0.57%
    CCC 0.56%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.00%
Not Available 25.13%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
29.50%
Materials
3.24%
Consumer Discretionary
8.10%
Financials
14.35%
Real Estate
3.80%
Sensitive
37.56%
Communication Services
5.26%
Energy
3.02%
Industrials
10.22%
Information Technology
19.06%
Defensive
15.28%
Consumer Staples
4.70%
Health Care
8.04%
Utilities
2.54%
Not Classified
17.66%
Non Classified Equity
0.24%
Not Classified - Non Equity
17.42%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 39.30%
Corporate 28.30%
Securitized 31.57%
Municipal 0.39%
Other 0.43%
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Bond Maturity Exposure

Short Term
0.81%
Less than 1 Year
0.81%
Intermediate
56.79%
1 to 3 Years
14.95%
3 to 5 Years
18.11%
5 to 10 Years
23.72%
Long Term
42.33%
10 to 20 Years
8.55%
20 to 30 Years
32.85%
Over 30 Years
0.93%
Other
0.07%
As of September 30, 2025
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