Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.63%
Stock 67.78%
Bond 30.55%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of September 30, 2025
Large 77.06%
Mid 10.44%
Small 12.50%
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Region Exposure

% Developed Markets: 98.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.26%

Americas 95.13%
95.13%
Canada 0.98%
United States 94.16%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.34%
United Kingdom 1.48%
0.87%
Ireland 0.09%
Netherlands 0.69%
0.00%
0.00%
Greater Asia 1.27%
Japan 0.00%
0.00%
1.27%
Hong Kong 1.18%
Singapore 0.09%
0.00%
Unidentified Region 1.26%

Bond Credit Quality Exposure

AAA 0.74%
AA 45.17%
A 9.59%
BBB 18.98%
BB 0.57%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 24.94%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
25.20%
Materials
0.00%
Consumer Discretionary
11.39%
Financials
13.80%
Real Estate
0.00%
Sensitive
58.58%
Communication Services
14.40%
Energy
0.93%
Industrials
5.62%
Information Technology
37.62%
Defensive
9.95%
Consumer Staples
0.00%
Health Care
9.95%
Utilities
0.00%
Not Classified
6.28%
Non Classified Equity
0.00%
Not Classified - Non Equity
6.28%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 47.10%
Corporate 29.46%
Securitized 20.66%
Municipal 2.47%
Other 0.32%
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Bond Maturity Exposure

Short Term
10.31%
Less than 1 Year
10.31%
Intermediate
62.16%
1 to 3 Years
13.79%
3 to 5 Years
13.72%
5 to 10 Years
34.65%
Long Term
27.53%
10 to 20 Years
6.45%
20 to 30 Years
21.08%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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