Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.19%
Stock 58.00%
Bond 39.56%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
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Market Capitalization

As of October 31, 2025
Large 61.86%
Mid 21.50%
Small 16.64%
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Region Exposure

% Developed Markets: 97.61%    % Emerging Markets: 0.01%    % Unidentified Markets: 2.38%

Americas 87.24%
87.24%
Canada 1.83%
United States 85.41%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.59%
United Kingdom 0.00%
8.57%
Denmark 0.01%
Ireland 3.71%
Netherlands 0.94%
Switzerland 2.48%
0.01%
Poland 0.01%
0.00%
Greater Asia 1.79%
Japan 0.00%
0.00%
1.79%
Singapore 0.00%
Taiwan 1.79%
0.00%
Unidentified Region 2.38%

Bond Credit Quality Exposure

AAA 0.27%
AA 95.61%
A 0.00%
BBB 0.00%
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 4.12%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
12.66%
Materials
0.00%
Consumer Discretionary
2.53%
Financials
10.13%
Real Estate
0.00%
Sensitive
61.29%
Communication Services
2.30%
Energy
2.92%
Industrials
13.00%
Information Technology
43.07%
Defensive
18.60%
Consumer Staples
1.00%
Health Care
14.83%
Utilities
2.77%
Not Classified
7.45%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.45%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
8.67%
Less than 1 Year
8.67%
Intermediate
69.84%
1 to 3 Years
26.42%
3 to 5 Years
14.97%
5 to 10 Years
28.45%
Long Term
21.49%
10 to 20 Years
9.37%
20 to 30 Years
12.12%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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