Asset Allocation

As of September 30, 2025.
Type % Net
Cash 35.38%
Stock 12.96%
Bond 31.98%
Convertible 0.00%
Preferred -0.05%
Other 19.73%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 67.53%    % Emerging Markets: 1.33%    % Unidentified Markets: 31.13%

Americas 65.01%
62.68%
Canada 3.06%
United States 59.62%
2.33%
Brazil 0.24%
Colombia -0.00%
Mexico 0.99%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.56%
United Kingdom 0.21%
2.14%
Austria 0.00%
Belgium 0.01%
Denmark 0.04%
Finland 0.01%
France 0.04%
Germany 0.01%
Ireland 1.28%
Italy 0.05%
Netherlands 0.27%
Norway 0.04%
Portugal -0.00%
Spain 0.06%
Sweden 0.03%
Switzerland 0.29%
0.00%
Czech Republic -0.00%
Poland 0.00%
Turkey -0.00%
0.20%
Israel 0.19%
South Africa 0.02%
United Arab Emirates -0.00%
Greater Asia 1.29%
Japan 0.85%
0.08%
Australia 0.07%
0.28%
Hong Kong 0.21%
Singapore -0.01%
South Korea 0.06%
Taiwan 0.01%
0.08%
China 0.09%
India 0.00%
Thailand -0.00%
Unidentified Region 31.13%

Bond Credit Quality Exposure

AAA 4.97%
AA 28.63%
A 1.21%
BBB 4.02%
BB 0.92%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 60.25%
Short Term 0.00%
As of September 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
4.75%
Materials
1.62%
Consumer Discretionary
0.34%
Financials
1.21%
Real Estate
1.58%
Sensitive
8.61%
Communication Services
-0.03%
Energy
-0.08%
Industrials
7.43%
Information Technology
1.29%
Defensive
8.00%
Consumer Staples
1.67%
Health Care
2.36%
Utilities
3.97%
Not Classified
78.64%
Non Classified Equity
-0.03%
Not Classified - Non Equity
78.68%
As of September 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 90.15%
Corporate 2.49%
Securitized 7.11%
Municipal -0.00%
Other 0.24%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
72.52%
Less than 1 Year
72.52%
Intermediate
19.92%
1 to 3 Years
13.13%
3 to 5 Years
1.20%
5 to 10 Years
5.60%
Long Term
7.29%
10 to 20 Years
1.48%
20 to 30 Years
3.69%
Over 30 Years
2.12%
Other
0.26%
As of September 30, 2025
View Bond Maturity Exposure
Start Trial