Asset Allocation

As of September 30, 2025.
Type % Net
Cash -5.45%
Stock 60.38%
Bond 40.56%
Convertible 0.00%
Preferred 0.12%
Other 4.39%
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Market Capitalization

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

% Developed Markets: 99.61%    % Emerging Markets: 6.69%    % Unidentified Markets: -6.29%

Americas 81.13%
79.11%
Canada 1.70%
United States 77.41%
2.03%
Argentina 0.03%
Brazil 0.54%
Chile 0.09%
Colombia 0.14%
Mexico 0.46%
Peru 0.25%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.91%
United Kingdom 3.11%
8.81%
Austria 0.05%
Belgium 0.17%
Denmark 0.29%
Finland 0.14%
France 1.41%
Germany 1.22%
Greece 0.04%
Ireland 1.15%
Italy 0.70%
Netherlands 0.98%
Norway 0.10%
Portugal 0.02%
Spain 0.55%
Sweden 0.45%
Switzerland 1.41%
0.67%
Czech Republic 0.11%
Poland 0.21%
Russia 0.01%
Turkey 0.11%
1.33%
Egypt 0.05%
Israel 0.22%
Nigeria 0.02%
Qatar 0.05%
Saudi Arabia 0.28%
South Africa 0.53%
United Arab Emirates 0.10%
Greater Asia 11.25%
Japan 3.90%
1.06%
Australia 1.01%
2.80%
Hong Kong 0.55%
Singapore 0.27%
South Korea 0.76%
Taiwan 1.21%
3.49%
China 1.65%
India 1.09%
Indonesia 0.21%
Kazakhstan 0.00%
Malaysia 0.27%
Philippines 0.12%
Thailand 0.14%
Unidentified Region -6.29%

Bond Credit Quality Exposure

AAA 7.13%
AA 66.38%
A 3.68%
BBB 5.22%
BB 2.83%
B 0.91%
Below B 1.69%
    CCC 1.29%
    CC 0.22%
    C 0.06%
    DDD 0.00%
    DD 0.00%
    D 0.13%
Not Rated 2.18%
Not Available 9.98%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
20.46%
Materials
2.35%
Consumer Discretionary
6.49%
Financials
10.23%
Real Estate
1.40%
Sensitive
29.87%
Communication Services
4.96%
Energy
2.07%
Industrials
6.79%
Information Technology
16.06%
Defensive
9.87%
Consumer Staples
3.10%
Health Care
5.16%
Utilities
1.60%
Not Classified
39.80%
Non Classified Equity
0.11%
Not Classified - Non Equity
39.69%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 65.85%
Corporate 8.38%
Securitized 23.89%
Municipal 0.42%
Other 1.47%
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Bond Maturity Exposure

Short Term
2.70%
Less than 1 Year
2.70%
Intermediate
26.48%
1 to 3 Years
5.72%
3 to 5 Years
8.75%
5 to 10 Years
12.01%
Long Term
63.83%
10 to 20 Years
24.51%
20 to 30 Years
26.69%
Over 30 Years
12.63%
Other
6.99%
As of September 30, 2025
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