Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.09%
Stock 61.07%
Bond 35.31%
Convertible 0.00%
Preferred 0.12%
Other 3.42%
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Market Capitalization

As of September 30, 2025
Large 85.40%
Mid 10.38%
Small 4.22%
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Region Exposure

% Developed Markets: 94.32%    % Emerging Markets: 2.50%    % Unidentified Markets: 3.18%

Americas 81.91%
81.05%
Canada 69.24%
United States 11.81%
0.86%
Brazil 0.22%
Chile 0.02%
Colombia 0.00%
Mexico 0.16%
Peru 0.07%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.79%
United Kingdom 1.78%
5.70%
Denmark 0.53%
Finland 0.18%
France 1.18%
Germany 0.81%
Greece 0.00%
Ireland 0.57%
Italy 0.27%
Netherlands 0.71%
Norway 0.16%
Spain 0.49%
Sweden 0.22%
Switzerland 0.44%
0.03%
Poland 0.02%
Turkey 0.01%
0.28%
Egypt 0.00%
Saudi Arabia 0.02%
South Africa 0.23%
United Arab Emirates 0.03%
Greater Asia 7.11%
Japan 2.29%
0.23%
Australia 0.23%
2.88%
Hong Kong 0.62%
Singapore 0.34%
South Korea 0.49%
Taiwan 1.43%
1.71%
China 0.83%
India 0.70%
Indonesia 0.06%
Pakistan 0.00%
Philippines 0.07%
Thailand 0.04%
Unidentified Region 3.18%

Bond Credit Quality Exposure

AAA 18.02%
AA 31.82%
A 28.73%
BBB 12.52%
BB 0.01%
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 0.32%
Not Available 8.56%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
44.53%
Materials
10.27%
Consumer Discretionary
6.56%
Financials
26.03%
Real Estate
1.67%
Sensitive
39.66%
Communication Services
3.82%
Energy
9.22%
Industrials
11.70%
Information Technology
14.92%
Defensive
10.74%
Consumer Staples
4.18%
Health Care
3.95%
Utilities
2.60%
Not Classified
5.07%
Non Classified Equity
0.28%
Not Classified - Non Equity
4.79%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 22.37%
Corporate 23.32%
Securitized 0.31%
Municipal 48.31%
Other 5.69%
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Bond Maturity Exposure

Short Term
5.20%
Less than 1 Year
5.20%
Intermediate
66.14%
1 to 3 Years
13.64%
3 to 5 Years
18.03%
5 to 10 Years
34.47%
Long Term
28.63%
10 to 20 Years
12.13%
20 to 30 Years
11.18%
Over 30 Years
5.31%
Other
0.04%
As of September 30, 2025
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