Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.57%
Stock 43.42%
Bond 50.52%
Convertible 0.00%
Preferred 0.10%
Other 2.39%
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Market Capitalization

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

% Developed Markets: 91.04%    % Emerging Markets: 1.69%    % Unidentified Markets: 7.28%

Americas 75.85%
74.64%
Canada 2.01%
United States 72.63%
1.21%
Brazil 0.07%
Chile 0.04%
Colombia 0.02%
Mexico 0.51%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.14%
United Kingdom 2.51%
8.90%
Austria 0.08%
Belgium 0.49%
Denmark 0.22%
Finland 0.11%
France 1.44%
Germany 1.05%
Ireland 0.89%
Italy 0.62%
Netherlands 1.18%
Norway 0.09%
Portugal 0.01%
Spain 1.10%
Sweden 0.27%
Switzerland 0.85%
0.16%
Poland 0.16%
Russia 0.01%
0.56%
Egypt 0.01%
Israel 0.14%
Saudi Arabia 0.31%
South Africa 0.07%
Greater Asia 4.74%
Japan 2.21%
1.36%
Australia 0.70%
0.76%
Hong Kong 0.14%
Singapore 0.24%
South Korea 0.23%
Taiwan 0.15%
0.41%
China 0.10%
India 0.07%
Indonesia 0.12%
Kazakhstan 0.04%
Malaysia 0.06%
Thailand 0.02%
Unidentified Region 7.28%

Bond Credit Quality Exposure

AAA 9.83%
AA 32.76%
A 12.55%
BBB 15.01%
BB 6.58%
B 1.59%
Below B 0.36%
    CCC 0.36%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.09%
Not Available 21.22%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
24.81%
Materials
2.76%
Consumer Discretionary
8.60%
Financials
9.24%
Real Estate
4.21%
Sensitive
32.53%
Communication Services
4.85%
Energy
2.99%
Industrials
9.82%
Information Technology
14.87%
Defensive
14.50%
Consumer Staples
4.14%
Health Care
8.56%
Utilities
1.80%
Not Classified
28.16%
Non Classified Equity
0.33%
Not Classified - Non Equity
27.83%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 38.33%
Corporate 31.31%
Securitized 27.62%
Municipal 1.05%
Other 1.69%
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Bond Maturity Exposure

Short Term
6.53%
Less than 1 Year
6.53%
Intermediate
51.51%
1 to 3 Years
18.04%
3 to 5 Years
19.10%
5 to 10 Years
14.37%
Long Term
39.23%
10 to 20 Years
7.90%
20 to 30 Years
23.93%
Over 30 Years
7.40%
Other
2.73%
As of September 30, 2025
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