Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.08%
Stock 61.14%
Bond 30.74%
Convertible 0.00%
Preferred 0.00%
Other 7.04%
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Market Capitalization

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

% Developed Markets: 87.43%    % Emerging Markets: 3.93%    % Unidentified Markets: 8.64%

Americas 68.19%
65.99%
Canada 2.48%
United States 63.51%
2.20%
Brazil 0.90%
Mexico 0.06%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.82%
United Kingdom 2.26%
12.40%
Finland 1.05%
France 0.19%
Germany 3.95%
Ireland 0.96%
Italy 0.94%
Netherlands 2.54%
Norway 0.88%
Spain 1.40%
Switzerland 0.16%
0.05%
0.12%
Greater Asia 8.34%
Japan 1.76%
0.14%
Australia 0.14%
3.73%
Hong Kong 0.13%
Singapore 1.24%
Taiwan 2.35%
2.71%
China 0.73%
India 1.94%
Indonesia 0.04%
Unidentified Region 8.64%

Bond Credit Quality Exposure

AAA 4.85%
AA 16.40%
A 11.66%
BBB 18.64%
BB 12.77%
B 10.54%
Below B 1.01%
    CCC 1.01%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.47%
Not Available 23.66%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
27.72%
Materials
1.36%
Consumer Discretionary
10.53%
Financials
15.72%
Real Estate
0.11%
Sensitive
42.20%
Communication Services
6.41%
Energy
1.42%
Industrials
10.82%
Information Technology
23.55%
Defensive
16.20%
Consumer Staples
6.53%
Health Care
8.28%
Utilities
1.38%
Not Classified
13.88%
Non Classified Equity
0.09%
Not Classified - Non Equity
13.80%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 14.82%
Corporate 52.66%
Securitized 30.23%
Municipal 0.27%
Other 2.02%
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Bond Maturity Exposure

Short Term
2.32%
Less than 1 Year
2.32%
Intermediate
50.73%
1 to 3 Years
6.54%
3 to 5 Years
16.10%
5 to 10 Years
28.10%
Long Term
44.70%
10 to 20 Years
9.28%
20 to 30 Years
32.46%
Over 30 Years
2.95%
Other
2.25%
As of September 30, 2025
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