Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.24%
Stock 64.06%
Bond 33.30%
Convertible 0.00%
Preferred 0.00%
Other 2.40%
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Market Capitalization

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

% Developed Markets: 88.97%    % Emerging Markets: 4.44%    % Unidentified Markets: 6.59%

Americas 62.66%
60.03%
Canada 5.06%
United States 54.97%
2.63%
Brazil 0.18%
Colombia 0.27%
Mexico 0.42%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.64%
United Kingdom 7.40%
12.61%
Denmark 0.46%
France 4.43%
Germany 0.24%
Ireland 2.33%
Netherlands 1.08%
Switzerland 2.32%
0.48%
Turkey 0.48%
0.15%
Egypt 0.15%
Greater Asia 10.11%
Japan 2.50%
0.32%
Australia 0.32%
6.12%
Hong Kong 1.17%
South Korea 2.51%
Taiwan 2.43%
1.18%
India 0.77%
Unidentified Region 6.59%

Bond Credit Quality Exposure

AAA 18.72%
AA 24.97%
A 2.83%
BBB 8.24%
BB 11.75%
B 2.54%
Below B 0.32%
    CCC 0.32%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 30.64%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
27.48%
Materials
2.33%
Consumer Discretionary
10.88%
Financials
13.86%
Real Estate
0.41%
Sensitive
57.70%
Communication Services
17.93%
Energy
7.98%
Industrials
5.54%
Information Technology
26.25%
Defensive
11.77%
Consumer Staples
0.75%
Health Care
11.02%
Utilities
0.00%
Not Classified
3.05%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.05%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 34.43%
Corporate 15.53%
Securitized 47.13%
Municipal 0.00%
Other 2.91%
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Bond Maturity Exposure

Short Term
4.86%
Less than 1 Year
4.86%
Intermediate
41.55%
1 to 3 Years
6.08%
3 to 5 Years
9.92%
5 to 10 Years
25.55%
Long Term
52.51%
10 to 20 Years
16.66%
20 to 30 Years
29.67%
Over 30 Years
6.19%
Other
1.07%
As of September 30, 2025
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