Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.14%
Stock 63.57%
Bond 33.35%
Convertible 0.00%
Preferred 0.03%
Other 3.19%
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Market Capitalization

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

% Developed Markets: 88.95%    % Emerging Markets: 7.31%    % Unidentified Markets: 3.74%

Americas 72.71%
70.26%
Canada 1.25%
United States 69.01%
2.44%
Argentina 0.15%
Brazil 0.58%
Chile 0.14%
Colombia 0.15%
Mexico 0.34%
Peru 0.13%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.25%
United Kingdom 2.73%
8.37%
Austria 0.09%
Belgium 0.23%
Denmark 0.19%
Finland 0.15%
France 1.51%
Germany 1.20%
Greece 0.06%
Ireland 0.79%
Italy 0.48%
Netherlands 0.93%
Norway 0.10%
Portugal 0.04%
Spain 0.67%
Sweden 0.40%
Switzerland 1.07%
1.01%
Czech Republic 0.04%
Poland 0.23%
Turkey 0.35%
1.14%
Egypt 0.09%
Israel 0.03%
Nigeria 0.07%
Saudi Arabia 0.12%
South Africa 0.32%
United Arab Emirates 0.14%
Greater Asia 10.31%
Japan 3.03%
1.12%
Australia 1.08%
2.80%
Hong Kong 0.79%
Singapore 0.36%
South Korea 0.64%
Taiwan 1.00%
3.36%
China 1.79%
India 0.84%
Indonesia 0.30%
Kazakhstan 0.03%
Malaysia 0.15%
Pakistan 0.02%
Philippines 0.12%
Thailand 0.08%
Unidentified Region 3.74%

Bond Credit Quality Exposure

AAA 2.06%
AA 25.61%
A 14.91%
BBB 20.14%
BB 10.18%
B 7.46%
Below B 1.78%
    CCC 1.61%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.17%
Not Rated 0.07%
Not Available 17.79%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
22.58%
Materials
1.58%
Consumer Discretionary
6.49%
Financials
9.56%
Real Estate
4.95%
Sensitive
31.19%
Communication Services
5.31%
Energy
2.79%
Industrials
6.81%
Information Technology
16.26%
Defensive
10.47%
Consumer Staples
2.74%
Health Care
5.09%
Utilities
2.64%
Not Classified
35.77%
Non Classified Equity
0.60%
Not Classified - Non Equity
35.16%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 35.94%
Corporate 45.27%
Securitized 17.46%
Municipal 0.30%
Other 1.03%
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Bond Maturity Exposure

Short Term
2.95%
Less than 1 Year
2.95%
Intermediate
67.34%
1 to 3 Years
13.16%
3 to 5 Years
13.92%
5 to 10 Years
40.26%
Long Term
29.40%
10 to 20 Years
7.04%
20 to 30 Years
21.63%
Over 30 Years
0.74%
Other
0.31%
As of September 30, 2025
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