Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.31%
Stock 53.61%
Bond 41.90%
Convertible 0.00%
Preferred 0.12%
Other 1.06%
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Market Capitalization

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

% Developed Markets: 87.51%    % Emerging Markets: 7.73%    % Unidentified Markets: 4.76%

Americas 72.40%
69.52%
Canada 1.53%
United States 68.00%
2.88%
Argentina 0.13%
Brazil 0.69%
Chile 0.27%
Colombia 0.23%
Mexico 0.62%
Peru 0.13%
Venezuela 0.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.01%
United Kingdom 2.96%
8.82%
Austria 0.12%
Belgium 0.21%
Denmark 0.23%
Finland 0.14%
France 1.56%
Germany 1.48%
Greece 0.01%
Ireland 0.60%
Italy 0.63%
Netherlands 1.08%
Norway 0.05%
Portugal 0.13%
Spain 0.42%
Sweden 0.41%
Switzerland 1.18%
0.99%
Czech Republic 0.25%
Poland 0.12%
Turkey 0.13%
1.23%
Egypt 0.12%
Israel 0.12%
Nigeria 0.01%
Qatar 0.07%
Saudi Arabia 0.18%
South Africa 0.28%
United Arab Emirates 0.06%
Greater Asia 8.83%
Japan 2.85%
1.12%
Australia 0.94%
1.84%
Hong Kong 0.48%
Singapore 0.30%
South Korea 0.43%
Taiwan 0.61%
3.03%
China 0.95%
India 0.77%
Indonesia 0.43%
Kazakhstan 0.03%
Malaysia 0.28%
Pakistan 0.02%
Philippines 0.10%
Thailand 0.27%
Unidentified Region 4.76%

Bond Credit Quality Exposure

AAA 4.06%
AA 53.28%
A 6.53%
BBB 9.87%
BB 6.92%
B 4.05%
Below B 1.54%
    CCC 1.47%
    CC 0.05%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.26%
Not Available 13.49%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
20.86%
Materials
3.41%
Consumer Discretionary
5.44%
Financials
9.36%
Real Estate
2.65%
Sensitive
26.12%
Communication Services
4.03%
Energy
2.67%
Industrials
6.32%
Information Technology
13.10%
Defensive
9.22%
Consumer Staples
2.68%
Health Care
5.17%
Utilities
1.37%
Not Classified
43.80%
Non Classified Equity
0.21%
Not Classified - Non Equity
43.59%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 67.43%
Corporate 19.66%
Securitized 10.75%
Municipal 1.08%
Other 1.08%
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Bond Maturity Exposure

Short Term
8.82%
Less than 1 Year
8.82%
Intermediate
62.44%
1 to 3 Years
19.90%
3 to 5 Years
25.92%
5 to 10 Years
16.63%
Long Term
28.53%
10 to 20 Years
10.13%
20 to 30 Years
17.23%
Over 30 Years
1.17%
Other
0.21%
As of September 30, 2025
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