Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.85%
Stock 89.95%
Bond 7.18%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of September 30, 2025
Large 2.93%
Mid 4.05%
Small 93.03%
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Region Exposure

% Developed Markets: 92.51%    % Emerging Markets: 4.78%    % Unidentified Markets: 2.71%

Americas 92.51%
92.51%
United States 92.51%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 4.78%
Japan 0.00%
0.00%
0.00%
4.78%
Thailand 4.78%
Unidentified Region 2.71%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
29.82%
Materials
0.50%
Consumer Discretionary
10.76%
Financials
18.56%
Real Estate
0.00%
Sensitive
48.05%
Communication Services
2.73%
Energy
0.00%
Industrials
20.77%
Information Technology
24.55%
Defensive
11.82%
Consumer Staples
4.28%
Health Care
0.00%
Utilities
7.54%
Not Classified
10.32%
Non Classified Equity
0.00%
Not Classified - Non Equity
10.32%
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 --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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