Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.72%
Stock 71.33%
Bond 24.04%
Convertible 0.00%
Preferred 0.11%
Other 1.80%
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Market Capitalization

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

% Developed Markets: 88.07%    % Emerging Markets: 7.05%    % Unidentified Markets: 4.88%

Americas 67.67%
65.45%
Canada 2.18%
United States 63.27%
2.22%
Argentina 0.05%
Brazil 0.62%
Chile 0.14%
Colombia 0.10%
Mexico 0.48%
Peru 0.08%
Venezuela 0.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.63%
United Kingdom 4.38%
10.66%
Austria 0.21%
Belgium 0.11%
Denmark 0.19%
Finland 0.19%
France 1.97%
Germany 1.69%
Greece 0.01%
Ireland 0.77%
Italy 0.85%
Netherlands 1.70%
Norway 0.16%
Portugal 0.25%
Spain 0.31%
Sweden 0.44%
Switzerland 1.34%
0.65%
Czech Republic 0.15%
Poland 0.08%
Turkey 0.07%
0.94%
Egypt 0.06%
Israel 0.07%
Nigeria 0.01%
Qatar 0.05%
Saudi Arabia 0.22%
South Africa 0.27%
United Arab Emirates 0.06%
Greater Asia 10.83%
Japan 3.36%
0.78%
Australia 0.70%
3.08%
Hong Kong 0.57%
Singapore 0.36%
South Korea 0.80%
Taiwan 1.35%
3.61%
China 1.36%
India 1.20%
Indonesia 0.38%
Kazakhstan 0.02%
Malaysia 0.18%
Pakistan 0.01%
Philippines 0.10%
Thailand 0.20%
Unidentified Region 4.88%

Bond Credit Quality Exposure

AAA 4.59%
AA 55.58%
A 4.87%
BBB 11.11%
BB 6.43%
B 3.60%
Below B 1.17%
    CCC 1.13%
    CC 0.01%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.27%
Not Available 12.38%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
27.80%
Materials
4.84%
Consumer Discretionary
7.02%
Financials
12.59%
Real Estate
3.35%
Sensitive
33.99%
Communication Services
4.86%
Energy
3.88%
Industrials
8.84%
Information Technology
16.42%
Defensive
11.82%
Consumer Staples
3.23%
Health Care
7.00%
Utilities
1.60%
Not Classified
26.38%
Non Classified Equity
0.23%
Not Classified - Non Equity
26.15%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 69.54%
Corporate 18.94%
Securitized 10.38%
Municipal 0.11%
Other 1.03%
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Bond Maturity Exposure

Short Term
8.64%
Less than 1 Year
8.64%
Intermediate
59.83%
1 to 3 Years
19.63%
3 to 5 Years
22.33%
5 to 10 Years
17.87%
Long Term
31.18%
10 to 20 Years
14.05%
20 to 30 Years
16.26%
Over 30 Years
0.87%
Other
0.35%
As of September 30, 2025
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