Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.01%
Stock 90.73%
Bond 6.86%
Convertible 0.00%
Preferred 0.35%
Other 1.06%
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Market Capitalization

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

% Developed Markets: 93.01%    % Emerging Markets: 5.21%    % Unidentified Markets: 1.77%

Americas 66.80%
65.41%
Canada 3.84%
United States 61.57%
1.39%
Argentina 0.00%
Brazil 0.46%
Chile 0.16%
Colombia 0.02%
Mexico 0.28%
Peru 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.02%
United Kingdom 3.59%
13.51%
Austria 0.18%
Belgium 0.23%
Denmark 0.35%
Finland 0.26%
France 2.12%
Germany 2.24%
Greece 0.10%
Ireland 1.19%
Italy 0.89%
Netherlands 1.40%
Norway 0.34%
Portugal 0.06%
Spain 1.04%
Sweden 0.48%
Switzerland 2.41%
0.23%
Czech Republic 0.04%
Poland 0.07%
Turkey 0.05%
0.69%
Israel 0.34%
Qatar 0.00%
Saudi Arabia 0.05%
South Africa 0.27%
United Arab Emirates 0.03%
Greater Asia 13.40%
Japan 5.13%
1.45%
Australia 1.39%
3.22%
Hong Kong 0.92%
Singapore 0.46%
South Korea 0.84%
Taiwan 1.00%
3.60%
China 2.38%
India 0.83%
Indonesia 0.15%
Malaysia 0.07%
Philippines 0.04%
Thailand 0.12%
Unidentified Region 1.77%

Bond Credit Quality Exposure

AAA 5.46%
AA 36.10%
A 8.24%
BBB 15.62%
BB 2.71%
B 0.78%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.33%
Not Available 30.76%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
30.46%
Materials
3.99%
Consumer Discretionary
9.70%
Financials
14.59%
Real Estate
2.17%
Sensitive
43.23%
Communication Services
7.37%
Energy
4.69%
Industrials
10.81%
Information Technology
20.36%
Defensive
18.95%
Consumer Staples
6.31%
Health Care
9.46%
Utilities
3.19%
Not Classified
7.36%
Non Classified Equity
0.28%
Not Classified - Non Equity
7.08%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 25.56%
Corporate 21.74%
Securitized 49.30%
Municipal 1.96%
Other 1.44%
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Bond Maturity Exposure

Short Term
2.02%
Less than 1 Year
2.02%
Intermediate
46.24%
1 to 3 Years
7.81%
3 to 5 Years
12.12%
5 to 10 Years
26.31%
Long Term
50.86%
10 to 20 Years
17.40%
20 to 30 Years
32.68%
Over 30 Years
0.77%
Other
0.88%
As of September 30, 2025
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