Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.34%
Stock 39.64%
Bond 55.49%
Convertible 0.00%
Preferred 0.13%
Other 1.39%
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Market Capitalization

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

% Developed Markets: 85.31%    % Emerging Markets: 8.81%    % Unidentified Markets: 5.88%

Americas 73.65%
70.04%
Canada 1.61%
United States 68.44%
3.60%
Argentina 0.16%
Brazil 0.74%
Chile 0.29%
Colombia 0.29%
Mexico 0.79%
Peru 0.21%
Venezuela 0.07%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.81%
United Kingdom 2.77%
7.51%
Austria 0.14%
Belgium 0.18%
Denmark 0.14%
Finland 0.11%
France 1.32%
Germany 1.18%
Greece 0.01%
Ireland 0.43%
Italy 0.64%
Netherlands 1.07%
Norway 0.09%
Portugal 0.13%
Spain 0.41%
Sweden 0.31%
Switzerland 0.72%
1.19%
Czech Republic 0.31%
Poland 0.12%
Turkey 0.16%
1.35%
Egypt 0.15%
Israel 0.06%
Nigeria 0.01%
Qatar 0.07%
Saudi Arabia 0.18%
South Africa 0.28%
United Arab Emirates 0.10%
Greater Asia 7.66%
Japan 2.14%
0.68%
Australia 0.50%
1.68%
Hong Kong 0.31%
Singapore 0.24%
South Korea 0.43%
Taiwan 0.68%
3.16%
China 0.89%
India 0.75%
Indonesia 0.51%
Kazakhstan 0.03%
Malaysia 0.32%
Pakistan 0.02%
Philippines 0.12%
Thailand 0.29%
Unidentified Region 5.88%

Bond Credit Quality Exposure

AAA 4.15%
AA 55.70%
A 4.47%
BBB 10.68%
BB 7.21%
B 4.24%
Below B 1.50%
    CCC 1.43%
    CC 0.05%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.32%
Not Available 11.72%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
15.61%
Materials
2.73%
Consumer Discretionary
4.06%
Financials
6.89%
Real Estate
1.92%
Sensitive
19.80%
Communication Services
2.98%
Energy
2.16%
Industrials
4.79%
Information Technology
9.87%
Defensive
6.56%
Consumer Staples
1.78%
Health Care
3.73%
Utilities
1.06%
Not Classified
58.03%
Non Classified Equity
0.13%
Not Classified - Non Equity
57.90%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 69.32%
Corporate 19.47%
Securitized 9.80%
Municipal 0.18%
Other 1.22%
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Bond Maturity Exposure

Short Term
7.76%
Less than 1 Year
7.76%
Intermediate
67.16%
1 to 3 Years
20.75%
3 to 5 Years
28.70%
5 to 10 Years
17.70%
Long Term
24.71%
10 to 20 Years
10.96%
20 to 30 Years
12.90%
Over 30 Years
0.84%
Other
0.37%
As of September 30, 2025
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