Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.06%
Stock 85.60%
Bond 10.93%
Convertible 0.00%
Preferred 0.00%
Other 2.41%
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Market Capitalization

As of September 30, 2025
Large 48.63%
Mid 19.19%
Small 32.18%
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Region Exposure

% Developed Markets: 93.19%    % Emerging Markets: 6.52%    % Unidentified Markets: 0.29%

Americas 21.40%
17.82%
United States 17.82%
3.58%
Mexico 3.58%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.52%
United Kingdom 13.41%
40.12%
Belgium 1.34%
Finland 3.34%
France 11.61%
Germany 3.67%
Ireland 0.78%
Netherlands 3.85%
Sweden 2.43%
Switzerland 13.09%
0.00%
0.00%
Greater Asia 24.78%
Japan 11.17%
0.00%
10.68%
Hong Kong 3.38%
Singapore 4.04%
South Korea 3.26%
2.94%
China 2.94%
Unidentified Region 0.29%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
38.34%
Materials
11.47%
Consumer Discretionary
9.23%
Financials
16.40%
Real Estate
1.25%
Sensitive
28.63%
Communication Services
0.00%
Energy
0.00%
Industrials
25.73%
Information Technology
2.90%
Defensive
21.99%
Consumer Staples
11.53%
Health Care
6.91%
Utilities
3.56%
Not Classified
11.04%
Non Classified Equity
0.00%
Not Classified - Non Equity
11.04%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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