Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.51%
Stock 42.82%
Bond 53.61%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of September 30, 2025
Large 71.05%
Mid 21.41%
Small 7.55%
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Region Exposure

% Developed Markets: 93.22%    % Emerging Markets: 0.00%    % Unidentified Markets: 6.78%

Americas 92.57%
92.57%
Canada 0.76%
United States 91.81%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.65%
United Kingdom 0.00%
0.65%
Ireland 0.52%
Netherlands 0.12%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 6.78%

Bond Credit Quality Exposure

AAA 0.00%
AA 49.05%
A 0.26%
BBB 12.27%
BB 10.83%
B 15.83%
Below B 0.41%
    CCC 0.41%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 11.36%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
17.36%
Materials
0.23%
Consumer Discretionary
8.22%
Financials
7.85%
Real Estate
1.07%
Sensitive
47.28%
Communication Services
6.51%
Energy
3.24%
Industrials
7.60%
Information Technology
29.94%
Defensive
23.87%
Consumer Staples
1.53%
Health Care
14.41%
Utilities
7.94%
Not Classified
11.48%
Non Classified Equity
0.00%
Not Classified - Non Equity
11.48%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 49.65%
Corporate 44.37%
Securitized 0.00%
Municipal 0.00%
Other 5.98%
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Bond Maturity Exposure

Short Term
2.92%
Less than 1 Year
2.92%
Intermediate
93.50%
1 to 3 Years
3.86%
3 to 5 Years
28.38%
5 to 10 Years
61.26%
Long Term
2.31%
10 to 20 Years
1.54%
20 to 30 Years
0.49%
Over 30 Years
0.28%
Other
1.27%
As of September 30, 2025
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