Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.56%
Stock 63.57%
Bond 34.10%
Convertible 0.00%
Preferred 0.00%
Other -0.23%
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Market Capitalization

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

% Developed Markets: 95.80%    % Emerging Markets: 2.63%    % Unidentified Markets: 1.57%

Americas 78.03%
77.50%
Canada 40.15%
United States 37.35%
0.53%
Mexico 0.38%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.99%
United Kingdom 2.85%
7.69%
Austria 0.18%
Belgium 0.00%
Denmark 0.17%
Finland 0.11%
France 1.25%
Germany 0.69%
Ireland 0.94%
Italy 0.61%
Netherlands 0.76%
Norway 0.31%
Portugal 0.12%
Spain 0.63%
Sweden 0.43%
Switzerland 1.29%
0.00%
Poland 0.00%
0.45%
Israel 0.02%
Qatar 0.02%
Saudi Arabia 0.15%
South Africa 0.19%
United Arab Emirates 0.02%
Greater Asia 9.42%
Japan 4.63%
0.74%
Australia 0.74%
2.27%
Hong Kong 0.29%
Singapore 0.75%
South Korea 0.12%
Taiwan 1.09%
1.78%
China 0.89%
India 0.25%
Indonesia 0.11%
Malaysia 0.26%
Thailand 0.27%
Unidentified Region 1.57%

Bond Credit Quality Exposure

AAA 22.93%
AA 8.91%
A 16.24%
BBB 21.91%
BB 8.72%
B 3.85%
Below B 0.25%
    CCC 0.22%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.25%
Not Available 16.94%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
22.28%
Materials
2.01%
Consumer Discretionary
5.76%
Financials
13.64%
Real Estate
0.87%
Sensitive
29.34%
Communication Services
5.12%
Energy
3.38%
Industrials
7.57%
Information Technology
13.27%
Defensive
12.18%
Consumer Staples
3.94%
Health Care
6.43%
Utilities
1.81%
Not Classified
36.21%
Non Classified Equity
0.46%
Not Classified - Non Equity
35.74%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 23.81%
Corporate 51.99%
Securitized 0.41%
Municipal 12.07%
Other 11.71%
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Bond Maturity Exposure

Short Term
3.16%
Less than 1 Year
3.16%
Intermediate
66.59%
1 to 3 Years
5.26%
3 to 5 Years
14.34%
5 to 10 Years
46.98%
Long Term
30.07%
10 to 20 Years
7.27%
20 to 30 Years
12.53%
Over 30 Years
10.27%
Other
0.18%
As of September 30, 2025
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