Asset Allocation

As of September 30, 2025.
Type % Net
Cash -0.23%
Stock 70.39%
Bond 28.55%
Convertible 0.00%
Preferred 0.00%
Other 1.29%
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Market Capitalization

As of September 30, 2025
Large 78.32%
Mid 15.35%
Small 6.33%
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Region Exposure

% Developed Markets: 98.58%    % Emerging Markets: 0.36%    % Unidentified Markets: 1.06%

Americas 96.33%
96.19%
Canada 0.40%
United States 95.78%
0.14%
Brazil 0.01%
Chile 0.02%
Mexico 0.08%
Peru 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.07%
United Kingdom 0.79%
1.21%
Austria 0.02%
Finland 0.01%
France 0.02%
Germany 0.16%
Ireland 0.06%
Italy 0.01%
Netherlands 0.52%
Spain 0.05%
Switzerland 0.00%
0.03%
Poland 0.03%
0.04%
Israel 0.02%
Greater Asia 0.55%
Japan 0.25%
0.06%
Australia 0.06%
0.06%
Singapore 0.03%
South Korea 0.03%
0.18%
China 0.00%
Indonesia 0.04%
Philippines 0.14%
Unidentified Region 1.06%

Bond Credit Quality Exposure

AAA 3.98%
AA 66.41%
A 12.44%
BBB 14.54%
BB 0.18%
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 0.03%
Not Available 2.42%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
19.10%
Materials
8.18%
Consumer Discretionary
3.62%
Financials
5.85%
Real Estate
1.46%
Sensitive
54.99%
Communication Services
12.07%
Energy
2.46%
Industrials
10.79%
Information Technology
29.67%
Defensive
23.25%
Consumer Staples
8.44%
Health Care
13.46%
Utilities
1.36%
Not Classified
2.65%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.65%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 69.40%
Corporate 29.75%
Securitized 0.00%
Municipal 0.62%
Other 0.23%
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Bond Maturity Exposure

Short Term
3.82%
Less than 1 Year
3.82%
Intermediate
95.48%
1 to 3 Years
36.17%
3 to 5 Years
28.81%
5 to 10 Years
30.50%
Long Term
0.70%
10 to 20 Years
0.48%
20 to 30 Years
0.22%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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