Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.71%
Stock 41.48%
Bond 8.48%
Convertible 0.00%
Preferred 0.00%
Other 45.33%
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Market Capitalization

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

% Developed Markets: 44.19%    % Emerging Markets: 0.00%    % Unidentified Markets: 55.81%

Americas 34.64%
34.64%
Canada 4.28%
United States 30.37%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.02%
United Kingdom 1.64%
3.38%
France 1.37%
Spain 2.01%
0.00%
0.00%
Greater Asia 4.53%
Japan 0.00%
4.53%
Australia 2.43%
0.00%
0.00%
Unidentified Region 55.81%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
4.78%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
4.78%
Sensitive
19.05%
Communication Services
0.00%
Energy
5.59%
Industrials
13.46%
Information Technology
0.00%
Defensive
11.95%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
11.95%
Not Classified
64.22%
Non Classified Equity
5.78%
Not Classified - Non Equity
58.44%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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