Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.32%
Stock 58.01%
Bond 40.77%
Convertible 0.00%
Preferred 0.01%
Other 0.88%
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Market Capitalization

As of September 30, 2025
Large 80.25%
Mid 14.13%
Small 5.62%
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Region Exposure

% Developed Markets: 97.59%    % Emerging Markets: 0.46%    % Unidentified Markets: 1.95%

Americas 89.36%
88.89%
Canada 1.05%
United States 87.84%
0.47%
Mexico 0.07%
Peru 0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.54%
United Kingdom 1.86%
6.59%
Denmark 0.53%
France 2.06%
Germany 0.61%
Ireland 1.88%
Italy 0.02%
Netherlands 0.14%
Norway 0.32%
Spain 0.06%
Switzerland 0.79%
0.00%
0.09%
Israel 0.08%
Saudi Arabia 0.02%
Greater Asia 0.14%
Japan 0.10%
0.04%
Australia 0.04%
0.00%
0.00%
Unidentified Region 1.95%

Bond Credit Quality Exposure

AAA 2.91%
AA 16.21%
A 6.71%
BBB 22.27%
BB 7.67%
B 3.82%
Below B 0.16%
    CCC 0.15%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.00%
Not Available 40.25%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
30.50%
Materials
5.77%
Consumer Discretionary
11.22%
Financials
11.64%
Real Estate
1.87%
Sensitive
51.38%
Communication Services
8.44%
Energy
5.99%
Industrials
9.13%
Information Technology
27.82%
Defensive
18.12%
Consumer Staples
5.17%
Health Care
12.95%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 18.91%
Corporate 36.38%
Securitized 43.16%
Municipal 0.04%
Other 1.51%
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Bond Maturity Exposure

Short Term
5.27%
Less than 1 Year
5.27%
Intermediate
35.85%
1 to 3 Years
0.99%
3 to 5 Years
9.35%
5 to 10 Years
25.50%
Long Term
57.29%
10 to 20 Years
7.43%
20 to 30 Years
45.40%
Over 30 Years
4.45%
Other
1.59%
As of September 30, 2025
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