Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.53%
Stock 91.74%
Bond 5.14%
Convertible 0.00%
Preferred 0.15%
Other 1.44%
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Market Capitalization

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

% Developed Markets: 91.14%    % Emerging Markets: 5.31%    % Unidentified Markets: 3.55%

Americas 69.07%
67.80%
Canada 2.06%
United States 65.74%
1.27%
Brazil 0.44%
Chile 0.05%
Colombia 0.02%
Mexico 0.29%
Peru 0.03%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.46%
United Kingdom 3.28%
9.98%
Austria 0.05%
Belgium 0.16%
Denmark 0.32%
Finland 0.14%
France 1.55%
Germany 1.71%
Greece 0.05%
Ireland 1.15%
Italy 0.53%
Netherlands 1.12%
Norway 0.14%
Portugal 0.02%
Spain 0.56%
Sweden 0.63%
Switzerland 1.77%
0.25%
Czech Republic 0.01%
Poland 0.12%
Turkey 0.06%
0.95%
Egypt 0.00%
Israel 0.25%
Qatar 0.05%
Saudi Arabia 0.17%
South Africa 0.29%
United Arab Emirates 0.14%
Greater Asia 12.92%
Japan 4.04%
1.14%
Australia 1.09%
4.05%
Hong Kong 0.78%
Singapore 0.42%
South Korea 1.30%
Taiwan 1.55%
3.69%
China 1.92%
India 1.34%
Indonesia 0.11%
Malaysia 0.10%
Philippines 0.03%
Thailand 0.18%
Unidentified Region 3.55%

Bond Credit Quality Exposure

AAA 10.45%
AA 38.24%
A 10.52%
BBB 12.11%
BB 4.11%
B 1.06%
Below B 0.14%
    CCC 0.12%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.35%
Not Available 22.03%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
31.27%
Materials
3.04%
Consumer Discretionary
10.00%
Financials
16.02%
Real Estate
2.20%
Sensitive
46.68%
Communication Services
7.68%
Energy
3.35%
Industrials
10.90%
Information Technology
24.74%
Defensive
15.71%
Consumer Staples
5.04%
Health Care
8.34%
Utilities
2.33%
Not Classified
6.34%
Non Classified Equity
0.14%
Not Classified - Non Equity
6.20%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 29.82%
Corporate 25.90%
Securitized 44.06%
Municipal 0.00%
Other 0.22%
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Bond Maturity Exposure

Short Term
1.79%
Less than 1 Year
1.79%
Intermediate
29.78%
1 to 3 Years
5.84%
3 to 5 Years
7.81%
5 to 10 Years
16.13%
Long Term
65.39%
10 to 20 Years
24.62%
20 to 30 Years
37.51%
Over 30 Years
3.27%
Other
3.04%
As of September 30, 2025
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