Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.48%
Stock 56.94%
Bond 40.75%
Convertible 0.00%
Preferred 0.36%
Other 1.47%
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Market Capitalization

As of September 30, 2025
Large 53.89%
Mid 28.34%
Small 17.77%
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Region Exposure

% Developed Markets: 96.03%    % Emerging Markets: 1.70%    % Unidentified Markets: 2.27%

Americas 85.73%
83.72%
Canada 66.58%
United States 17.14%
2.01%
Brazil 0.14%
Mexico 0.49%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.21%
United Kingdom 1.74%
5.27%
Denmark 0.37%
Finland 0.30%
France 0.96%
Germany 0.67%
Ireland 0.84%
Italy 0.66%
Netherlands 0.36%
Norway 0.26%
Sweden 0.29%
Switzerland 0.55%
0.00%
0.20%
Israel 0.20%
Greater Asia 4.79%
Japan 1.39%
0.17%
Australia 0.17%
2.16%
Hong Kong 0.77%
Singapore 0.15%
South Korea 0.52%
Taiwan 0.72%
1.07%
China 0.55%
Indonesia 0.21%
Thailand 0.32%
Unidentified Region 2.27%

Bond Credit Quality Exposure

AAA 25.92%
AA 9.77%
A 22.99%
BBB 14.10%
BB 0.77%
B 0.10%
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 26.36%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
45.34%
Materials
5.67%
Consumer Discretionary
5.41%
Financials
30.37%
Real Estate
3.89%
Sensitive
40.66%
Communication Services
2.99%
Energy
8.76%
Industrials
18.40%
Information Technology
10.51%
Defensive
13.86%
Consumer Staples
5.03%
Health Care
4.22%
Utilities
4.61%
Not Classified
0.14%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 22.77%
Corporate 46.55%
Securitized 9.87%
Municipal 14.72%
Other 6.10%
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Bond Maturity Exposure

Short Term
10.26%
Less than 1 Year
10.26%
Intermediate
63.95%
1 to 3 Years
13.52%
3 to 5 Years
17.83%
5 to 10 Years
32.59%
Long Term
25.79%
10 to 20 Years
8.81%
20 to 30 Years
12.43%
Over 30 Years
4.56%
Other
0.00%
As of September 30, 2025
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