Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.01%
Stock 16.36%
Bond 34.53%
Convertible 0.00%
Preferred -0.99%
Other 50.11%
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Market Capitalization

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

% Developed Markets: 50.19%    % Emerging Markets: 0.24%    % Unidentified Markets: 49.57%

Americas 33.68%
31.00%
Canada 0.18%
United States 30.81%
2.68%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.25%
United Kingdom 0.34%
9.91%
Belgium -0.12%
Denmark 0.26%
Finland 0.54%
France 2.24%
Germany 0.24%
Ireland 1.20%
Italy 2.16%
Netherlands 1.92%
Norway 0.06%
Portugal 0.12%
Spain 1.05%
Sweden -0.13%
Switzerland 0.97%
0.00%
0.00%
Greater Asia 6.51%
Japan 5.03%
0.83%
Australia 0.57%
0.52%
Hong Kong 0.28%
Singapore 0.24%
0.14%
China 0.12%
Thailand 0.02%
Unidentified Region 49.57%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.52%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 99.48%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
20.03%
Materials
-1.85%
Consumer Discretionary
3.36%
Financials
20.20%
Real Estate
-1.69%
Sensitive
8.83%
Communication Services
-3.73%
Energy
-0.01%
Industrials
7.43%
Information Technology
5.14%
Defensive
-4.51%
Consumer Staples
-3.58%
Health Care
8.42%
Utilities
-9.34%
Not Classified
75.64%
Non Classified Equity
-0.48%
Not Classified - Non Equity
76.13%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
99.83%
Less than 1 Year
99.83%
Intermediate
0.17%
1 to 3 Years
0.17%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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