Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.21%
Stock 61.69%
Bond 37.81%
Convertible 0.00%
Preferred 0.00%
Other 0.30%
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Market Capitalization

As of September 30, 2025
Large 84.08%
Mid 12.82%
Small 3.10%
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Region Exposure

% Developed Markets: 99.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.47%

Americas 98.27%
98.27%
United States 98.27%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.25%
United Kingdom 0.00%
1.25%
Denmark 0.46%
Ireland 0.79%
0.00%
0.00%
Greater Asia 0.01%
Japan 0.00%
0.01%
0.00%
0.00%
Unidentified Region 0.47%

Bond Credit Quality Exposure

AAA 3.35%
AA 30.51%
A 36.16%
BBB 22.42%
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 1.31%
Not Available 6.25%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
29.16%
Materials
0.00%
Consumer Discretionary
10.08%
Financials
16.29%
Real Estate
2.80%
Sensitive
48.95%
Communication Services
9.37%
Energy
7.11%
Industrials
8.32%
Information Technology
24.16%
Defensive
21.16%
Consumer Staples
7.11%
Health Care
10.66%
Utilities
3.39%
Not Classified
0.72%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.72%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 21.75%
Corporate 58.96%
Securitized 9.82%
Municipal 5.41%
Other 4.06%
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Bond Maturity Exposure

Short Term
5.19%
Less than 1 Year
5.19%
Intermediate
77.45%
1 to 3 Years
14.49%
3 to 5 Years
18.15%
5 to 10 Years
44.80%
Long Term
17.37%
10 to 20 Years
10.82%
20 to 30 Years
6.55%
Over 30 Years
0.00%
Other
0.00%
As of September 30, 2025
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