Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.70%
Stock 56.91%
Bond 38.27%
Convertible 0.00%
Preferred 0.04%
Other 1.08%
View Asset Allocation
Start Trial

Market Capitalization

As of September 30, 2025
Large 74.65%
Mid 18.98%
Small 6.36%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.65%    % Emerging Markets: 0.54%    % Unidentified Markets: 0.81%

Americas 97.18%
96.89%
Canada 89.61%
United States 7.28%
0.29%
Brazil 0.06%
Colombia 0.18%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.98%
United Kingdom 0.58%
0.35%
Austria 0.04%
Finland 0.03%
France 0.02%
Germany 0.08%
Ireland 0.02%
Netherlands 0.00%
Norway 0.06%
Switzerland 0.03%
0.05%
Czech Republic 0.05%
0.00%
Greater Asia 1.03%
Japan 0.10%
0.69%
Australia 0.53%
0.00%
0.24%
China 0.03%
Indonesia 0.12%
Philippines 0.09%
Unidentified Region 0.81%

Bond Credit Quality Exposure

AAA 30.29%
AA 21.06%
A 22.29%
BBB 18.38%
BB 2.07%
B 0.54%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.08%
Not Available 5.29%
Short Term 0.00%
As of September 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
55.50%
Materials
9.83%
Consumer Discretionary
2.83%
Financials
37.98%
Real Estate
4.85%
Sensitive
30.97%
Communication Services
3.25%
Energy
13.97%
Industrials
11.78%
Information Technology
1.97%
Defensive
9.99%
Consumer Staples
4.10%
Health Care
0.00%
Utilities
5.89%
Not Classified
3.54%
Non Classified Equity
3.54%
Not Classified - Non Equity
0.00%
As of September 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 16.35%
Corporate 48.90%
Securitized 1.52%
Municipal 27.85%
Other 5.38%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.26%
Less than 1 Year
1.26%
Intermediate
75.94%
1 to 3 Years
10.10%
3 to 5 Years
24.19%
5 to 10 Years
41.65%
Long Term
22.63%
10 to 20 Years
3.63%
20 to 30 Years
12.76%
Over 30 Years
6.25%
Other
0.17%
As of September 30, 2025
View Bond Maturity Exposure
Start Trial