Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.80%
Stock 77.78%
Bond 13.30%
Convertible 0.00%
Preferred 0.59%
Other 6.52%
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Market Capitalization

As of September 30, 2025
Large 61.09%
Mid 26.44%
Small 12.47%
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Region Exposure

% Developed Markets: 94.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.21%

Americas 80.53%
80.53%
Canada 0.30%
United States 80.23%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.25%
United Kingdom 4.81%
9.44%
Finland 0.00%
France 3.00%
Ireland 4.48%
Netherlands 0.25%
Sweden 0.24%
Switzerland 1.47%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 5.21%

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
30.94%
Materials
7.28%
Consumer Discretionary
2.12%
Financials
20.29%
Real Estate
1.25%
Sensitive
24.46%
Communication Services
1.99%
Energy
4.83%
Industrials
11.91%
Information Technology
5.73%
Defensive
42.53%
Consumer Staples
17.00%
Health Care
18.14%
Utilities
7.39%
Not Classified
2.06%
Non Classified Equity
2.06%
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 0.01%
Corporate 1.88%
Securitized 0.00%
Municipal 0.00%
Other 98.12%
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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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