Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.45%
Stock 63.33%
Bond 32.94%
Convertible 0.00%
Preferred 0.59%
Other -0.30%
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Market Capitalization

As of October 31, 2025
Large 65.31%
Mid 27.05%
Small 7.64%
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Region Exposure

% Developed Markets: 97.32%    % Emerging Markets: 0.05%    % Unidentified Markets: 2.63%

Americas 90.29%
89.70%
Canada 0.57%
United States 89.12%
0.60%
Mexico 0.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.89%
United Kingdom 2.53%
4.36%
France 1.00%
Ireland 2.31%
Netherlands 1.00%
Spain 0.05%
0.00%
0.00%
Greater Asia 0.19%
Japan 0.11%
0.02%
Australia 0.02%
0.06%
Singapore 0.06%
0.00%
Unidentified Region 2.63%

Bond Credit Quality Exposure

AAA 0.28%
AA 33.36%
A 14.67%
BBB 24.04%
BB 1.65%
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 25.99%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
28.72%
Materials
2.41%
Consumer Discretionary
6.01%
Financials
18.74%
Real Estate
1.55%
Sensitive
39.33%
Communication Services
5.29%
Energy
7.24%
Industrials
12.88%
Information Technology
13.93%
Defensive
24.62%
Consumer Staples
6.49%
Health Care
14.07%
Utilities
4.06%
Not Classified
7.32%
Non Classified Equity
0.35%
Not Classified - Non Equity
6.97%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 33.07%
Corporate 38.82%
Securitized 0.11%
Municipal 0.12%
Other 27.87%
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Bond Maturity Exposure

Short Term
17.33%
Less than 1 Year
17.33%
Intermediate
66.83%
1 to 3 Years
24.91%
3 to 5 Years
22.75%
5 to 10 Years
19.17%
Long Term
15.85%
10 to 20 Years
8.00%
20 to 30 Years
6.68%
Over 30 Years
1.17%
Other
0.00%
As of October 31, 2025
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