Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.73%
Stock 73.86%
Bond 23.94%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
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Market Capitalization

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

% Developed Markets: 96.41%    % Emerging Markets: 1.09%    % Unidentified Markets: 2.50%

Americas 67.99%
66.91%
Canada 3.31%
United States 63.61%
1.07%
Brazil 0.29%
Colombia 0.02%
Mexico 0.15%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.11%
United Kingdom 2.99%
15.67%
Austria 0.15%
Belgium 0.48%
Denmark 0.52%
Finland 0.26%
France 2.63%
Germany 0.97%
Ireland 1.33%
Italy 1.50%
Netherlands 2.35%
Norway 0.52%
Portugal 0.14%
Spain 1.14%
Sweden 1.06%
Switzerland 2.52%
0.03%
Poland 0.03%
0.42%
Israel 0.42%
Greater Asia 10.40%
Japan 5.32%
1.64%
Australia 1.56%
3.07%
Hong Kong 0.81%
Singapore 1.21%
South Korea 0.61%
Taiwan 0.44%
0.37%
India 0.37%
Unidentified Region 2.50%

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
26.34%
Materials
5.62%
Consumer Discretionary
5.40%
Financials
15.03%
Real Estate
0.28%
Sensitive
32.29%
Communication Services
0.83%
Energy
5.32%
Industrials
16.60%
Information Technology
9.55%
Defensive
15.42%
Consumer Staples
2.74%
Health Care
5.73%
Utilities
6.94%
Not Classified
25.96%
Non Classified Equity
0.21%
Not Classified - Non Equity
25.75%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 22.55%
Corporate 47.00%
Securitized 28.15%
Municipal 1.30%
Other 0.99%
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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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