Asset Allocation

As of September 30, 2024.
Type % Net
Cash 5.80%
Stock 49.61%
Bond 44.59%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2024
Large 71.21%
Mid 15.33%
Small 13.46%
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Region Exposure

% Developed Markets: 70.59%    % Emerging Markets: 29.41%    % Unidentified Markets: 0.00%

Americas 36.93%
23.14%
Canada 5.64%
United States 17.51%
13.79%
Brazil 5.51%
Colombia 1.96%
Mexico 2.35%
As of September 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.59%
United Kingdom 8.63%
20.85%
Denmark 1.77%
France 4.74%
Germany 3.09%
Ireland 3.71%
Netherlands 1.24%
Norway 3.63%
Switzerland 2.66%
1.87%
5.25%
Egypt 2.81%
Israel 0.23%
South Africa 1.65%
Greater Asia 26.48%
Japan 6.54%
3.39%
Australia 3.39%
7.82%
South Korea 6.40%
Taiwan 1.42%
8.73%
India 3.21%
Kazakhstan 2.99%
Philippines 1.33%
Unidentified Region 0.00%

Bond Credit Quality Exposure

AAA 18.27%
AA 4.26%
A 0.00%
BBB 17.74%
BB 14.77%
B 6.85%
Below B 2.42%
    CCC 1.25%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 1.17%
Not Rated 0.00%
Not Available 35.70%
Short Term 0.00%
As of September 30, 2024
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Stock Sector Exposure

Cyclical
34.38%
Materials
22.69%
Consumer Discretionary
8.33%
Financials
3.36%
Real Estate
0.00%
Sensitive
41.76%
Communication Services
8.42%
Energy
5.98%
Industrials
15.28%
Information Technology
12.09%
Defensive
23.86%
Consumer Staples
0.00%
Health Care
13.50%
Utilities
10.35%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of July 31, 2024
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Bond Sector Exposure

As of September 30, 2024
Type % Net
Government 87.43%
Corporate 12.57%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
42.06%
Less than 1 Year
42.06%
Intermediate
30.41%
1 to 3 Years
3.21%
3 to 5 Years
9.66%
5 to 10 Years
17.54%
Long Term
27.52%
10 to 20 Years
25.74%
20 to 30 Years
1.03%
Over 30 Years
0.75%
Other
0.00%
As of September 30, 2024
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