Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.02%
Stock 65.11%
Bond 31.50%
Convertible 0.00%
Preferred 0.06%
Other 3.31%
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Market Capitalization

As of September 30, 2025
Large 80.41%
Mid 15.30%
Small 4.29%
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Region Exposure

% Developed Markets: 94.99%    % Emerging Markets: 0.98%    % Unidentified Markets: 4.03%

Americas 73.55%
73.05%
Canada 2.20%
United States 70.85%
0.50%
Brazil 0.03%
Chile 0.05%
Mexico 0.17%
Peru 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.93%
United Kingdom 4.67%
11.05%
Austria 0.10%
Belgium 0.03%
Denmark 0.15%
Finland 0.33%
France 2.26%
Germany 1.66%
Ireland 0.61%
Italy 0.74%
Netherlands 1.58%
Norway 0.44%
Portugal 0.01%
Spain 0.60%
Sweden 0.44%
Switzerland 1.94%
0.05%
Poland 0.05%
0.16%
Israel 0.01%
Saudi Arabia 0.00%
South Africa 0.15%
Greater Asia 6.48%
Japan 3.83%
0.99%
Australia 0.95%
1.38%
Hong Kong 0.22%
Singapore 0.38%
South Korea 0.32%
Taiwan 0.46%
0.28%
China 0.13%
India 0.14%
Kazakhstan 0.01%
Unidentified Region 4.03%

Bond Credit Quality Exposure

AAA 8.37%
AA 41.34%
A 9.81%
BBB 13.62%
BB 5.02%
B 4.62%
Below B 1.03%
    CCC 1.03%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.02%
Not Available 16.18%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
33.84%
Materials
5.66%
Consumer Discretionary
9.11%
Financials
15.58%
Real Estate
3.50%
Sensitive
42.00%
Communication Services
6.49%
Energy
4.19%
Industrials
10.35%
Information Technology
20.97%
Defensive
13.68%
Consumer Staples
3.96%
Health Care
7.69%
Utilities
2.04%
Not Classified
10.47%
Non Classified Equity
0.25%
Not Classified - Non Equity
10.22%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 32.67%
Corporate 33.12%
Securitized 31.05%
Municipal 2.56%
Other 0.59%
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Bond Maturity Exposure

Short Term
1.82%
Less than 1 Year
1.82%
Intermediate
55.33%
1 to 3 Years
12.78%
3 to 5 Years
20.06%
5 to 10 Years
22.48%
Long Term
42.54%
10 to 20 Years
11.97%
20 to 30 Years
27.51%
Over 30 Years
3.06%
Other
0.32%
As of September 30, 2025
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