Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.43%
Stock 36.33%
Bond 63.25%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of September 30, 2025
Large 50.51%
Mid 17.94%
Small 31.55%
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Region Exposure

% Developed Markets: 82.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 17.28%

Americas 75.72%
75.72%
Canada 57.85%
United States 17.87%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.00%
United Kingdom 3.20%
3.81%
Germany 2.01%
Italy 1.72%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 17.28%

Bond Credit Quality Exposure

AAA 30.89%
AA 6.47%
A 17.16%
BBB 9.50%
BB 0.13%
B 1.14%
Below B 0.77%
    CCC 0.62%
    CC 0.15%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 33.93%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
26.45%
Materials
1.30%
Consumer Discretionary
6.88%
Financials
18.27%
Real Estate
0.00%
Sensitive
67.13%
Communication Services
19.12%
Energy
6.96%
Industrials
36.63%
Information Technology
4.43%
Defensive
6.41%
Consumer Staples
6.41%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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 29.37%
Corporate 39.04%
Securitized 26.70%
Municipal 0.00%
Other 4.89%
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Bond Maturity Exposure

Short Term
12.30%
Less than 1 Year
12.30%
Intermediate
73.69%
1 to 3 Years
8.19%
3 to 5 Years
33.08%
5 to 10 Years
32.42%
Long Term
14.01%
10 to 20 Years
6.52%
20 to 30 Years
6.86%
Over 30 Years
0.63%
Other
0.00%
As of September 30, 2025
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