Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.26%
Stock 32.81%
Bond 64.82%
Convertible 0.00%
Preferred 0.01%
Other 2.63%
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Market Capitalization

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

% Developed Markets: 88.98%    % Emerging Markets: 8.10%    % Unidentified Markets: 2.92%

Americas 75.14%
71.94%
Canada 1.74%
United States 70.20%
3.20%
Argentina 0.16%
Brazil 0.46%
Chile 0.25%
Colombia 0.26%
Mexico 0.55%
Peru 0.24%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.76%
United Kingdom 2.62%
8.94%
Austria 0.19%
Belgium 0.46%
Denmark 0.16%
Finland 0.15%
France 1.79%
Germany 1.30%
Greece 0.05%
Ireland 0.64%
Italy 0.85%
Netherlands 0.84%
Norway 0.10%
Portugal 0.08%
Spain 0.81%
Sweden 0.28%
Switzerland 0.62%
1.53%
Czech Republic 0.11%
Poland 0.37%
Turkey 0.37%
1.68%
Egypt 0.15%
Israel 0.06%
Nigeria 0.11%
Saudi Arabia 0.20%
South Africa 0.32%
United Arab Emirates 0.23%
Greater Asia 7.18%
Japan 2.18%
1.06%
Australia 1.01%
1.44%
Hong Kong 0.36%
Singapore 0.29%
South Korea 0.44%
Taiwan 0.34%
2.49%
China 0.72%
India 0.43%
Indonesia 0.48%
Kazakhstan 0.05%
Malaysia 0.33%
Pakistan 0.03%
Philippines 0.20%
Thailand 0.20%
Unidentified Region 2.92%

Bond Credit Quality Exposure

AAA 3.29%
AA 26.10%
A 16.48%
BBB 19.32%
BB 8.84%
B 6.41%
Below B 1.52%
    CCC 1.38%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.15%
Not Rated 0.06%
Not Available 17.97%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
11.34%
Materials
0.93%
Consumer Discretionary
3.26%
Financials
4.78%
Real Estate
2.36%
Sensitive
16.23%
Communication Services
2.77%
Energy
1.47%
Industrials
3.28%
Information Technology
8.70%
Defensive
5.47%
Consumer Staples
1.47%
Health Care
2.71%
Utilities
1.29%
Not Classified
66.96%
Non Classified Equity
0.24%
Not Classified - Non Equity
66.72%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 35.75%
Corporate 44.49%
Securitized 18.22%
Municipal 0.56%
Other 0.98%
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Bond Maturity Exposure

Short Term
1.86%
Less than 1 Year
1.86%
Intermediate
62.83%
1 to 3 Years
12.07%
3 to 5 Years
15.60%
5 to 10 Years
35.15%
Long Term
35.05%
10 to 20 Years
8.80%
20 to 30 Years
25.09%
Over 30 Years
1.16%
Other
0.27%
As of September 30, 2025
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