Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.10%
Stock 82.92%
Bond 16.16%
Convertible 0.00%
Preferred 0.13%
Other 0.69%
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Market Capitalization

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

% Developed Markets: 92.59%    % Emerging Markets: 6.19%    % Unidentified Markets: 1.22%

Americas 69.70%
68.15%
Canada 0.67%
United States 67.48%
1.55%
Argentina 0.02%
Brazil 0.50%
Chile 0.07%
Colombia 0.04%
Mexico 0.27%
Peru 0.05%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.81%
United Kingdom 3.90%
10.44%
Austria 0.03%
Belgium 0.15%
Denmark 0.47%
Finland 0.12%
France 2.07%
Germany 1.90%
Greece 0.09%
Ireland 0.80%
Italy 0.53%
Netherlands 1.30%
Norway 0.07%
Portugal 0.01%
Spain 0.61%
Sweden 0.50%
Switzerland 1.59%
0.32%
Czech Republic 0.01%
Poland 0.11%
Turkey 0.10%
1.14%
Egypt 0.04%
Israel 0.11%
Nigeria 0.02%
Qatar 0.04%
Saudi Arabia 0.27%
South Africa 0.31%
United Arab Emirates 0.19%
Greater Asia 13.27%
Japan 4.22%
1.34%
Australia 1.31%
3.83%
Hong Kong 0.81%
Singapore 0.45%
South Korea 0.90%
Taiwan 1.62%
3.89%
China 1.86%
India 1.48%
Indonesia 0.15%
Kazakhstan 0.01%
Malaysia 0.11%
Pakistan 0.01%
Philippines 0.10%
Thailand 0.16%
Unidentified Region 1.22%

Bond Credit Quality Exposure

AAA 1.10%
AA 31.18%
A 6.34%
BBB 13.34%
BB 12.99%
B 6.78%
Below B 2.40%
    CCC 2.25%
    CC 0.04%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.11%
Not Rated 0.17%
Not Available 25.71%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
28.77%
Materials
3.05%
Consumer Discretionary
9.07%
Financials
12.98%
Real Estate
3.67%
Sensitive
37.59%
Communication Services
4.96%
Energy
2.44%
Industrials
11.19%
Information Technology
19.01%
Defensive
16.29%
Consumer Staples
4.45%
Health Care
8.87%
Utilities
2.97%
Not Classified
17.35%
Non Classified Equity
0.09%
Not Classified - Non Equity
17.26%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 31.36%
Corporate 36.16%
Securitized 31.56%
Municipal 0.26%
Other 0.66%
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Bond Maturity Exposure

Short Term
1.19%
Less than 1 Year
1.19%
Intermediate
52.97%
1 to 3 Years
15.02%
3 to 5 Years
22.34%
5 to 10 Years
15.61%
Long Term
45.60%
10 to 20 Years
9.85%
20 to 30 Years
33.27%
Over 30 Years
2.48%
Other
0.24%
As of September 30, 2025
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