Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.31%
Stock 55.62%
Bond 39.89%
Convertible 0.00%
Preferred 0.00%
Other 1.18%
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Market Capitalization

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

% Developed Markets: 94.55%    % Emerging Markets: 1.87%    % Unidentified Markets: 3.58%

Americas 66.45%
64.63%
Canada 1.41%
United States 63.22%
1.82%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.70%
United Kingdom 6.19%
17.14%
Denmark 0.23%
Finland 0.22%
France 4.42%
Germany 2.26%
Ireland 2.80%
Netherlands 1.10%
Norway 0.67%
Spain 0.56%
Sweden 0.69%
Switzerland 2.61%
0.00%
0.37%
South Africa 0.37%
Greater Asia 6.26%
Japan 1.35%
0.00%
4.03%
Hong Kong 0.41%
Singapore 0.69%
South Korea 0.23%
Taiwan 2.70%
0.88%
India 0.43%
Philippines 0.45%
Unidentified Region 3.58%

Bond Credit Quality Exposure

AAA 25.18%
AA 15.02%
A 13.98%
BBB 19.55%
BB 7.05%
B 6.43%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.03%
Not Available 11.74%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
29.13%
Materials
8.07%
Consumer Discretionary
9.37%
Financials
9.76%
Real Estate
1.93%
Sensitive
56.00%
Communication Services
1.42%
Energy
0.00%
Industrials
24.47%
Information Technology
30.11%
Defensive
14.87%
Consumer Staples
3.43%
Health Care
9.55%
Utilities
1.88%
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 10.16%
Corporate 68.67%
Securitized 17.68%
Municipal 2.66%
Other 0.84%
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Bond Maturity Exposure

Short Term
0.50%
Less than 1 Year
0.50%
Intermediate
66.82%
1 to 3 Years
12.82%
3 to 5 Years
16.74%
5 to 10 Years
37.25%
Long Term
31.68%
10 to 20 Years
15.55%
20 to 30 Years
15.41%
Over 30 Years
0.73%
Other
1.00%
As of September 30, 2025
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