Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.18%
Stock 85.24%
Bond 12.80%
Convertible 0.00%
Preferred 0.23%
Other 1.55%
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Market Capitalization

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

% Developed Markets: 92.21%    % Emerging Markets: 4.95%    % Unidentified Markets: 2.84%

Americas 66.52%
65.48%
Canada 0.65%
United States 64.82%
1.05%
Argentina 0.01%
Brazil 0.32%
Chile 0.03%
Colombia 0.05%
Mexico 0.22%
Peru 0.03%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.31%
United Kingdom 4.08%
12.93%
Austria 0.08%
Belgium 0.12%
Denmark 0.53%
Finland 0.16%
France 2.52%
Germany 2.10%
Greece 0.10%
Ireland 1.42%
Italy 0.48%
Netherlands 1.48%
Norway 0.19%
Portugal 0.04%
Spain 0.73%
Sweden 0.65%
Switzerland 2.11%
0.29%
Czech Republic 0.01%
Poland 0.10%
Turkey 0.04%
1.00%
Egypt 0.01%
Israel 0.31%
Nigeria 0.01%
Qatar 0.03%
Saudi Arabia 0.22%
South Africa 0.26%
United Arab Emirates 0.12%
Greater Asia 12.33%
Japan 4.20%
1.18%
Australia 1.12%
3.57%
Hong Kong 0.75%
Singapore 0.38%
South Korea 0.86%
Taiwan 1.57%
3.38%
China 1.83%
India 1.19%
Indonesia 0.11%
Kazakhstan 0.00%
Malaysia 0.07%
Philippines 0.08%
Thailand 0.09%
Unidentified Region 2.84%

Bond Credit Quality Exposure

AAA 6.46%
AA 30.59%
A 8.57%
BBB 16.31%
BB 6.37%
B 3.77%
Below B 1.03%
    CCC 0.96%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.05%
Not Rated 0.36%
Not Available 26.56%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
32.70%
Materials
3.45%
Consumer Discretionary
9.20%
Financials
14.95%
Real Estate
5.09%
Sensitive
39.48%
Communication Services
5.97%
Energy
2.96%
Industrials
11.67%
Information Technology
18.87%
Defensive
15.36%
Consumer Staples
4.63%
Health Care
8.64%
Utilities
2.09%
Not Classified
12.46%
Non Classified Equity
0.35%
Not Classified - Non Equity
12.10%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 36.14%
Corporate 30.43%
Securitized 21.59%
Municipal 0.28%
Other 11.56%
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Bond Maturity Exposure

Short Term
3.43%
Less than 1 Year
3.43%
Intermediate
52.46%
1 to 3 Years
12.07%
3 to 5 Years
17.27%
5 to 10 Years
23.12%
Long Term
35.02%
10 to 20 Years
9.39%
20 to 30 Years
23.01%
Over 30 Years
2.61%
Other
9.09%
As of September 30, 2025
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