Asset Allocation

As of September 30, 2025.
Type % Net
Cash -1.37%
Stock 85.79%
Bond 10.26%
Convertible 0.00%
Preferred 0.18%
Other 5.14%
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Market Capitalization

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

% Developed Markets: 91.39%    % Emerging Markets: 6.21%    % Unidentified Markets: 2.40%

Americas 65.42%
64.38%
Canada 2.67%
United States 61.70%
1.04%
Argentina 0.01%
Brazil 0.40%
Chile 0.06%
Colombia 0.04%
Mexico 0.26%
Peru 0.06%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.71%
United Kingdom 3.49%
11.64%
Austria 0.08%
Belgium 0.21%
Denmark 0.41%
Finland 0.22%
France 1.94%
Germany 1.88%
Greece 0.05%
Ireland 1.05%
Italy 0.75%
Netherlands 1.23%
Norway 0.16%
Portugal 0.04%
Spain 0.73%
Sweden 0.72%
Switzerland 2.08%
0.36%
Czech Republic 0.04%
Poland 0.14%
Russia 0.00%
Turkey 0.09%
1.22%
Egypt 0.02%
Israel 0.25%
Nigeria 0.01%
Qatar 0.06%
Saudi Arabia 0.31%
South Africa 0.36%
United Arab Emirates 0.14%
Greater Asia 15.47%
Japan 5.45%
1.64%
Australia 1.56%
4.10%
Hong Kong 0.82%
Singapore 0.39%
South Korea 1.19%
Taiwan 1.69%
4.29%
China 2.24%
India 1.51%
Indonesia 0.14%
Kazakhstan 0.00%
Malaysia 0.19%
Philippines 0.06%
Thailand 0.14%
Unidentified Region 2.40%

Bond Credit Quality Exposure

AAA 6.83%
AA 67.39%
A 3.91%
BBB 5.18%
BB 2.36%
B 0.56%
Below B 1.52%
    CCC 1.15%
    CC 0.20%
    C 0.05%
    DDD 0.00%
    DD 0.00%
    D 0.11%
Not Rated 1.89%
Not Available 10.36%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
29.44%
Materials
3.48%
Consumer Discretionary
9.17%
Financials
14.81%
Real Estate
1.99%
Sensitive
41.97%
Communication Services
6.89%
Energy
2.97%
Industrials
9.92%
Information Technology
22.19%
Defensive
14.09%
Consumer Staples
4.47%
Health Care
7.33%
Utilities
2.30%
Not Classified
14.49%
Non Classified Equity
0.16%
Not Classified - Non Equity
14.34%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 67.95%
Corporate 7.50%
Securitized 22.75%
Municipal 0.48%
Other 1.32%
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Bond Maturity Exposure

Short Term
2.84%
Less than 1 Year
2.84%
Intermediate
28.19%
1 to 3 Years
6.37%
3 to 5 Years
9.15%
5 to 10 Years
12.67%
Long Term
62.75%
10 to 20 Years
24.50%
20 to 30 Years
26.26%
Over 30 Years
11.99%
Other
6.21%
As of September 30, 2025
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