Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.18%
Stock 67.38%
Bond 31.56%
Convertible 0.00%
Preferred 0.00%
Other -0.12%
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Market Capitalization

As of September 30, 2025
Large 83.71%
Mid 11.16%
Small 5.12%
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Region Exposure

% Developed Markets: 98.91%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.09%

Americas 94.10%
94.10%
Canada 0.82%
United States 93.28%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.63%
United Kingdom 1.98%
2.65%
Ireland 1.79%
Switzerland 0.86%
0.00%
0.00%
Greater Asia 0.19%
Japan 0.07%
0.00%
0.11%
Singapore 0.11%
0.00%
Unidentified Region 1.09%

Bond Credit Quality Exposure

AAA 1.05%
AA 35.83%
A 30.85%
BBB 25.77%
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 0.00%
Not Available 6.50%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
25.83%
Materials
2.12%
Consumer Discretionary
8.55%
Financials
13.32%
Real Estate
1.84%
Sensitive
54.28%
Communication Services
9.51%
Energy
0.00%
Industrials
9.01%
Information Technology
35.76%
Defensive
16.30%
Consumer Staples
5.04%
Health Care
9.80%
Utilities
1.46%
Not Classified
3.59%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.59%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 38.23%
Corporate 57.17%
Securitized 2.59%
Municipal 0.00%
Other 2.00%
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Bond Maturity Exposure

Short Term
15.57%
Less than 1 Year
15.57%
Intermediate
59.87%
1 to 3 Years
17.26%
3 to 5 Years
13.83%
5 to 10 Years
28.78%
Long Term
24.56%
10 to 20 Years
10.29%
20 to 30 Years
13.83%
Over 30 Years
0.45%
Other
0.00%
As of September 30, 2025
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