Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.28%
Stock 78.99%
Bond 16.21%
Convertible 0.00%
Preferred 2.20%
Other 1.32%
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Market Capitalization

As of September 30, 2025
Large 74.97%
Mid 21.60%
Small 3.43%
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Region Exposure

% Developed Markets: 99.83%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.17%

Americas 98.97%
97.19%
Canada 73.82%
United States 23.37%
1.78%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.86%
United Kingdom 0.86%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.17%

Bond Credit Quality Exposure

AAA 1.03%
AA 18.65%
A 13.11%
BBB 43.18%
BB 14.69%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 4.29%
Not Available 5.04%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
42.10%
Materials
9.25%
Consumer Discretionary
1.07%
Financials
29.84%
Real Estate
1.94%
Sensitive
39.82%
Communication Services
6.50%
Energy
14.93%
Industrials
11.12%
Information Technology
7.27%
Defensive
18.07%
Consumer Staples
5.93%
Health Care
3.55%
Utilities
8.59%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 0.47%
Corporate 58.46%
Securitized 1.03%
Municipal 18.65%
Other 21.39%
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Bond Maturity Exposure

Short Term
3.50%
Less than 1 Year
3.50%
Intermediate
49.81%
1 to 3 Years
18.52%
3 to 5 Years
7.57%
5 to 10 Years
23.72%
Long Term
41.26%
10 to 20 Years
10.59%
20 to 30 Years
15.59%
Over 30 Years
15.08%
Other
5.43%
As of September 30, 2025
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