Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.74%
Stock 56.76%
Bond 41.95%
Convertible 0.00%
Preferred 0.14%
Other 0.41%
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Market Capitalization

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

% Developed Markets: 95.04%    % Emerging Markets: 4.32%    % Unidentified Markets: 0.64%

Americas 76.37%
75.54%
Canada 2.29%
United States 73.25%
0.83%
Brazil 0.31%
Chile 0.06%
Colombia 0.01%
Mexico 0.20%
Peru 0.03%
Venezuela 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.88%
United Kingdom 2.61%
8.22%
Austria 0.07%
Belgium 0.15%
Denmark 0.27%
Finland 0.16%
France 1.36%
Germany 1.35%
Greece 0.04%
Ireland 0.69%
Italy 0.46%
Netherlands 0.80%
Norway 0.12%
Portugal 0.03%
Spain 0.48%
Sweden 0.51%
Switzerland 1.39%
0.18%
Czech Republic 0.01%
Poland 0.09%
Russia 0.01%
Turkey 0.05%
0.87%
Egypt 0.00%
Israel 0.22%
Qatar 0.05%
Saudi Arabia 0.22%
South Africa 0.21%
United Arab Emirates 0.10%
Greater Asia 11.12%
Japan 3.83%
1.24%
Australia 1.20%
3.02%
Hong Kong 0.58%
Singapore 0.42%
South Korea 0.73%
Taiwan 1.26%
3.03%
China 1.47%
India 1.16%
Indonesia 0.11%
Malaysia 0.10%
Pakistan 0.00%
Philippines 0.10%
Thailand 0.09%
Unidentified Region 0.64%

Bond Credit Quality Exposure

AAA 1.52%
AA 61.86%
A 5.05%
BBB 6.31%
BB 7.83%
B 5.92%
Below B 1.07%
    CCC 1.01%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.05%
Not Rated 0.00%
Not Available 10.44%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
22.02%
Materials
2.31%
Consumer Discretionary
5.80%
Financials
9.81%
Real Estate
4.10%
Sensitive
25.73%
Communication Services
4.28%
Energy
1.98%
Industrials
6.42%
Information Technology
13.04%
Defensive
9.05%
Consumer Staples
2.92%
Health Care
4.72%
Utilities
1.41%
Not Classified
43.20%
Non Classified Equity
0.26%
Not Classified - Non Equity
42.93%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 61.32%
Corporate 26.86%
Securitized 11.27%
Municipal 0.32%
Other 0.22%
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Bond Maturity Exposure

Short Term
1.41%
Less than 1 Year
1.41%
Intermediate
68.34%
1 to 3 Years
20.76%
3 to 5 Years
22.44%
5 to 10 Years
25.15%
Long Term
30.10%
10 to 20 Years
9.10%
20 to 30 Years
20.37%
Over 30 Years
0.64%
Other
0.14%
As of September 30, 2025
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