Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.68%
Stock 59.50%
Bond 36.16%
Convertible 0.00%
Preferred 0.15%
Other 3.51%
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Market Capitalization

As of September 30, 2025
Large 89.44%
Mid 8.56%
Small 2.00%
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Region Exposure

% Developed Markets: 91.61%    % Emerging Markets: 4.40%    % Unidentified Markets: 3.99%

Americas 64.12%
62.89%
Canada 34.78%
United States 28.11%
1.23%
Brazil 0.27%
Chile 0.02%
Colombia 0.00%
Mexico 0.70%
Peru 0.09%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.49%
United Kingdom 3.69%
15.14%
Austria 0.08%
Belgium 0.30%
Denmark 0.81%
Finland 0.30%
France 3.76%
Germany 1.94%
Greece 0.01%
Ireland 1.00%
Italy 2.25%
Netherlands 1.14%
Norway 0.39%
Spain 1.88%
Sweden 0.39%
Switzerland 0.70%
0.28%
Poland 0.21%
Turkey 0.01%
0.37%
Egypt 0.01%
Israel 0.01%
Saudi Arabia 0.02%
South Africa 0.30%
United Arab Emirates 0.04%
Greater Asia 12.41%
Japan 5.14%
0.75%
Australia 0.63%
3.86%
Hong Kong 0.73%
Singapore 0.64%
South Korea 0.61%
Taiwan 1.88%
2.66%
China 1.57%
India 0.86%
Indonesia 0.08%
Pakistan 0.01%
Philippines 0.08%
Thailand 0.05%
Unidentified Region 3.99%

Bond Credit Quality Exposure

AAA 11.32%
AA 29.09%
A 22.27%
BBB 13.71%
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 0.48%
Not Available 23.13%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
37.72%
Materials
5.99%
Consumer Discretionary
8.42%
Financials
21.51%
Real Estate
1.81%
Sensitive
42.74%
Communication Services
6.22%
Energy
5.55%
Industrials
11.43%
Information Technology
19.54%
Defensive
13.97%
Consumer Staples
4.69%
Health Care
6.61%
Utilities
2.67%
Not Classified
5.58%
Non Classified Equity
0.16%
Not Classified - Non Equity
5.41%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 62.14%
Corporate 20.76%
Securitized 0.15%
Municipal 12.15%
Other 4.81%
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Bond Maturity Exposure

Short Term
12.23%
Less than 1 Year
12.23%
Intermediate
58.97%
1 to 3 Years
20.13%
3 to 5 Years
15.63%
5 to 10 Years
23.22%
Long Term
28.65%
10 to 20 Years
17.09%
20 to 30 Years
10.66%
Over 30 Years
0.90%
Other
0.15%
As of September 30, 2025
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