Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.76%
Stock 62.22%
Bond 36.01%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of September 30, 2025
Large 72.59%
Mid 20.10%
Small 7.31%
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Region Exposure

% Developed Markets: 98.69%    % Emerging Markets: 0.42%    % Unidentified Markets: 0.89%

Americas 91.68%
91.41%
Canada 1.74%
United States 89.67%
0.27%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.15%
United Kingdom 2.38%
4.50%
France 0.42%
Netherlands 2.02%
Switzerland 1.70%
0.00%
0.27%
Israel 0.27%
Greater Asia 0.28%
Japan 0.00%
0.28%
Australia 0.28%
0.00%
0.00%
Unidentified Region 0.89%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.34%
A 0.00%
BBB 6.56%
BB 34.70%
B 37.64%
Below B 3.15%
    CCC 3.15%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 16.62%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
31.69%
Materials
4.70%
Consumer Discretionary
8.74%
Financials
13.16%
Real Estate
5.09%
Sensitive
50.16%
Communication Services
7.18%
Energy
0.00%
Industrials
16.79%
Information Technology
26.19%
Defensive
13.02%
Consumer Staples
0.00%
Health Care
9.72%
Utilities
3.30%
Not Classified
5.13%
Non Classified Equity
0.48%
Not Classified - Non Equity
4.65%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 8.76%
Corporate 81.87%
Securitized 0.00%
Municipal 0.00%
Other 9.37%
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Bond Maturity Exposure

Short Term
24.45%
Less than 1 Year
24.45%
Intermediate
74.80%
1 to 3 Years
20.51%
3 to 5 Years
40.23%
5 to 10 Years
14.06%
Long Term
0.75%
10 to 20 Years
0.00%
20 to 30 Years
0.75%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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