Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.30%
Stock 43.54%
Bond 51.54%
Convertible 0.00%
Preferred 0.13%
Other 1.49%
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Market Capitalization

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

% Developed Markets: 85.60%    % Emerging Markets: 8.54%    % Unidentified Markets: 5.86%

Americas 73.04%
69.62%
Canada 1.67%
United States 67.95%
3.42%
Argentina 0.15%
Brazil 0.72%
Chile 0.27%
Colombia 0.27%
Mexico 0.75%
Peru 0.19%
Venezuela 0.06%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.16%
United Kingdom 2.94%
7.81%
Austria 0.15%
Belgium 0.17%
Denmark 0.15%
Finland 0.12%
France 1.39%
Germany 1.23%
Greece 0.01%
Ireland 0.46%
Italy 0.66%
Netherlands 1.13%
Norway 0.10%
Portugal 0.15%
Spain 0.40%
Sweden 0.32%
Switzerland 0.78%
1.12%
Czech Republic 0.29%
Poland 0.12%
Turkey 0.15%
1.29%
Egypt 0.14%
Israel 0.06%
Nigeria 0.01%
Qatar 0.07%
Saudi Arabia 0.18%
South Africa 0.28%
United Arab Emirates 0.09%
Greater Asia 7.94%
Japan 2.27%
0.69%
Australia 0.52%
1.81%
Hong Kong 0.33%
Singapore 0.25%
South Korea 0.47%
Taiwan 0.74%
3.18%
China 0.93%
India 0.79%
Indonesia 0.49%
Kazakhstan 0.03%
Malaysia 0.31%
Pakistan 0.02%
Philippines 0.11%
Thailand 0.28%
Unidentified Region 5.86%

Bond Credit Quality Exposure

AAA 4.23%
AA 55.30%
A 4.54%
BBB 10.80%
BB 7.20%
B 4.23%
Below B 1.49%
    CCC 1.42%
    CC 0.05%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.32%
Not Available 11.89%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
17.09%
Materials
2.99%
Consumer Discretionary
4.45%
Financials
7.54%
Real Estate
2.10%
Sensitive
21.70%
Communication Services
3.26%
Energy
2.36%
Industrials
5.25%
Information Technology
10.82%
Defensive
7.20%
Consumer Staples
1.95%
Health Care
4.09%
Utilities
1.16%
Not Classified
54.02%
Non Classified Equity
0.14%
Not Classified - Non Equity
53.88%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 69.04%
Corporate 19.61%
Securitized 9.96%
Municipal 0.18%
Other 1.22%
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Bond Maturity Exposure

Short Term
7.93%
Less than 1 Year
7.93%
Intermediate
66.30%
1 to 3 Years
20.40%
3 to 5 Years
28.04%
5 to 10 Years
17.86%
Long Term
25.40%
10 to 20 Years
11.27%
20 to 30 Years
13.27%
Over 30 Years
0.86%
Other
0.38%
As of September 30, 2025
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