Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.81%
Stock 37.81%
Bond 60.82%
Convertible 0.00%
Preferred 0.00%
Other 0.55%
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Market Capitalization

As of September 30, 2025
Large 65.39%
Mid 28.01%
Small 6.61%
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Region Exposure

% Developed Markets: 98.01%    % Emerging Markets: 0.57%    % Unidentified Markets: 1.42%

Americas 86.12%
85.72%
Canada 1.00%
United States 84.72%
0.40%
Chile 0.14%
Mexico 0.12%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.29%
United Kingdom 2.90%
7.57%
Belgium 0.06%
Denmark 0.12%
Finland 0.13%
France 1.91%
Ireland 1.29%
Italy 0.18%
Netherlands 1.20%
Norway 0.44%
Spain 0.70%
Sweden 0.21%
Switzerland 0.75%
0.00%
0.82%
Israel 0.22%
Qatar 0.04%
Saudi Arabia 0.19%
United Arab Emirates 0.38%
Greater Asia 1.18%
Japan 0.21%
0.90%
Australia 0.90%
0.07%
Singapore 0.07%
0.00%
Unidentified Region 1.42%

Bond Credit Quality Exposure

AAA 3.16%
AA 29.10%
A 42.49%
BBB 22.83%
BB 0.02%
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 2.40%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
34.00%
Materials
3.97%
Consumer Discretionary
4.70%
Financials
21.88%
Real Estate
3.45%
Sensitive
32.93%
Communication Services
1.35%
Energy
9.42%
Industrials
10.22%
Information Technology
11.94%
Defensive
33.07%
Consumer Staples
8.36%
Health Care
16.26%
Utilities
8.44%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 20.09%
Corporate 68.94%
Securitized 4.90%
Municipal 5.15%
Other 0.92%
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Bond Maturity Exposure

Short Term
1.12%
Less than 1 Year
1.12%
Intermediate
64.08%
1 to 3 Years
18.09%
3 to 5 Years
20.14%
5 to 10 Years
25.86%
Long Term
34.80%
10 to 20 Years
15.49%
20 to 30 Years
16.23%
Over 30 Years
3.08%
Other
0.00%
As of September 30, 2025
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