Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.05%
Stock 73.64%
Bond 24.61%
Convertible 0.00%
Preferred 0.33%
Other 1.37%
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Market Capitalization

As of September 30, 2025
Large 81.92%
Mid 14.12%
Small 3.96%
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Region Exposure

% Developed Markets: 95.57%    % Emerging Markets: 1.80%    % Unidentified Markets: 2.63%

Americas 78.33%
77.92%
Canada 0.67%
United States 77.25%
0.41%
Brazil 0.15%
Chile 0.00%
Mexico 0.09%
Peru 0.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.63%
United Kingdom 4.47%
8.03%
Austria 0.00%
Belgium 0.17%
Denmark 0.13%
Finland 0.11%
France 2.27%
Germany 1.39%
Greece 0.02%
Ireland 1.39%
Italy 0.22%
Netherlands 0.89%
Norway 0.04%
Spain 0.64%
Sweden 0.03%
Switzerland 0.63%
0.02%
Turkey 0.02%
0.11%
Israel 0.06%
South Africa 0.05%
Greater Asia 6.42%
Japan 3.27%
0.16%
Australia 0.16%
1.59%
Hong Kong 0.62%
Singapore 0.28%
South Korea 0.25%
Taiwan 0.44%
1.39%
China 0.95%
India 0.38%
Indonesia 0.04%
Malaysia 0.01%
Philippines 0.01%
Thailand 0.00%
Unidentified Region 2.63%

Bond Credit Quality Exposure

AAA 0.63%
AA 30.62%
A 7.96%
BBB 27.93%
BB 6.72%
B 7.02%
Below B 1.28%
    CCC 1.20%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 0.33%
Not Available 17.51%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
27.63%
Materials
2.89%
Consumer Discretionary
8.94%
Financials
13.18%
Real Estate
2.62%
Sensitive
42.31%
Communication Services
7.04%
Energy
3.10%
Industrials
10.39%
Information Technology
21.79%
Defensive
12.69%
Consumer Staples
3.33%
Health Care
7.68%
Utilities
1.69%
Not Classified
17.37%
Non Classified Equity
0.16%
Not Classified - Non Equity
17.21%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 28.95%
Corporate 51.46%
Securitized 11.87%
Municipal 1.36%
Other 6.36%
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Bond Maturity Exposure

Short Term
1.51%
Less than 1 Year
1.51%
Intermediate
75.75%
1 to 3 Years
15.60%
3 to 5 Years
24.23%
5 to 10 Years
35.92%
Long Term
21.40%
10 to 20 Years
4.71%
20 to 30 Years
15.90%
Over 30 Years
0.79%
Other
1.33%
As of September 30, 2025
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