Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.32%
Stock 58.28%
Bond 33.67%
Convertible 0.00%
Preferred 0.01%
Other 6.72%
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Market Capitalization

As of September 30, 2025
Large 63.27%
Mid 25.50%
Small 11.24%
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Region Exposure

% Developed Markets: 90.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 9.19%

Americas 89.79%
89.79%
Canada 1.17%
United States 88.62%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.02%
United Kingdom 0.78%
0.24%
Germany 0.24%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 9.19%

Bond Credit Quality Exposure

AAA 0.00%
AA 49.85%
A 0.01%
BBB 2.11%
BB 12.66%
B 25.05%
Below B 1.25%
    CCC 1.25%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.04%
Not Available 9.03%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
16.59%
Materials
0.72%
Consumer Discretionary
11.26%
Financials
4.61%
Real Estate
0.00%
Sensitive
48.14%
Communication Services
6.89%
Energy
1.90%
Industrials
2.15%
Information Technology
37.20%
Defensive
29.80%
Consumer Staples
0.00%
Health Care
20.64%
Utilities
9.16%
Not Classified
5.48%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.48%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 50.14%
Corporate 46.30%
Securitized 0.18%
Municipal 0.00%
Other 3.38%
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Bond Maturity Exposure

Short Term
1.66%
Less than 1 Year
1.66%
Intermediate
97.34%
1 to 3 Years
5.24%
3 to 5 Years
58.68%
5 to 10 Years
33.41%
Long Term
0.98%
10 to 20 Years
0.51%
20 to 30 Years
0.18%
Over 30 Years
0.29%
Other
0.02%
As of September 30, 2025
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