Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.51%
Stock 65.62%
Bond 32.27%
Convertible 0.02%
Preferred 0.04%
Other -0.46%
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Market Capitalization

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

% Developed Markets: 92.88%    % Emerging Markets: 3.17%    % Unidentified Markets: 3.94%

Americas 77.00%
75.73%
Canada 0.74%
United States 74.99%
1.26%
Argentina 0.02%
Brazil 0.26%
Chile 0.02%
Colombia 0.04%
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 12.25%
United Kingdom 2.65%
8.91%
Austria 0.02%
Belgium 0.12%
Denmark 0.32%
Finland 0.10%
France 1.95%
Germany 1.29%
Greece 0.04%
Ireland 1.38%
Italy 0.29%
Netherlands 1.30%
Norway 0.09%
Portugal 0.03%
Spain 0.48%
Sweden 0.39%
Switzerland 0.90%
0.21%
Czech Republic 0.00%
Poland 0.03%
Turkey 0.12%
0.49%
Egypt 0.03%
Israel 0.02%
Nigeria 0.02%
Qatar 0.01%
Saudi Arabia 0.10%
South Africa 0.11%
United Arab Emirates 0.05%
Greater Asia 6.81%
Japan 2.14%
0.61%
Australia 0.60%
2.42%
Hong Kong 0.51%
Singapore 0.65%
South Korea 0.39%
Taiwan 0.86%
1.65%
China 0.96%
India 0.52%
Indonesia 0.07%
Kazakhstan 0.00%
Malaysia 0.01%
Pakistan 0.02%
Philippines 0.01%
Thailand 0.04%
Unidentified Region 3.94%

Bond Credit Quality Exposure

AAA 4.15%
AA 24.65%
A 7.96%
BBB 13.30%
BB 9.28%
B 4.51%
Below B 1.50%
    CCC 1.34%
    CC 0.05%
    C 0.04%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 5.04%
Not Available 29.62%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
22.58%
Materials
1.91%
Consumer Discretionary
7.87%
Financials
11.50%
Real Estate
1.30%
Sensitive
31.94%
Communication Services
5.11%
Energy
2.26%
Industrials
7.61%
Information Technology
16.96%
Defensive
10.83%
Consumer Staples
2.76%
Health Care
6.31%
Utilities
1.77%
Not Classified
34.65%
Non Classified Equity
0.03%
Not Classified - Non Equity
34.62%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 22.67%
Corporate 34.55%
Securitized 40.54%
Municipal 0.21%
Other 2.03%
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Bond Maturity Exposure

Short Term
4.91%
Less than 1 Year
4.91%
Intermediate
54.56%
1 to 3 Years
12.70%
3 to 5 Years
14.76%
5 to 10 Years
27.11%
Long Term
39.78%
10 to 20 Years
12.35%
20 to 30 Years
22.08%
Over 30 Years
5.36%
Other
0.74%
As of September 30, 2025
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