Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.28%
Stock 37.52%
Bond 58.65%
Convertible 0.00%
Preferred 0.00%
Other 3.55%
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Market Capitalization

As of September 30, 2025
Large 74.87%
Mid 17.83%
Small 7.30%
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Region Exposure

% Developed Markets: 93.61%    % Emerging Markets: 2.02%    % Unidentified Markets: 4.37%

Americas 53.20%
52.91%
Canada 4.64%
United States 48.26%
0.30%
Chile 0.12%
Mexico 0.15%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.46%
United Kingdom 10.70%
23.76%
Austria 0.22%
Belgium 1.17%
Denmark 1.40%
France 5.42%
Germany 4.54%
Ireland 0.12%
Italy 2.75%
Netherlands 1.83%
Norway 1.94%
Portugal 0.16%
Spain 1.55%
Switzerland 1.04%
0.05%
0.95%
Israel 0.18%
Saudi Arabia 0.77%
Greater Asia 6.97%
Japan 3.66%
0.76%
Australia 0.76%
1.90%
Hong Kong 1.09%
Taiwan 0.81%
0.65%
India 0.65%
Unidentified Region 4.37%

Bond Credit Quality Exposure

AAA 11.31%
AA 16.01%
A 27.55%
BBB 36.10%
BB 0.00%
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 9.03%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
36.56%
Materials
1.44%
Consumer Discretionary
7.07%
Financials
25.15%
Real Estate
2.89%
Sensitive
24.60%
Communication Services
2.79%
Energy
8.18%
Industrials
8.94%
Information Technology
4.69%
Defensive
30.90%
Consumer Staples
7.50%
Health Care
12.44%
Utilities
10.96%
Not Classified
7.94%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.94%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 21.46%
Corporate 64.67%
Securitized 11.25%
Municipal 2.52%
Other 0.09%
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Bond Maturity Exposure

Short Term
1.75%
Less than 1 Year
1.75%
Intermediate
68.07%
1 to 3 Years
14.51%
3 to 5 Years
20.11%
5 to 10 Years
33.45%
Long Term
30.18%
10 to 20 Years
13.47%
20 to 30 Years
15.38%
Over 30 Years
1.33%
Other
0.00%
As of September 30, 2025
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