Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.43%
Stock 58.94%
Bond 11.44%
Convertible 0.00%
Preferred 26.89%
Other -2.70%
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Market Capitalization

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

% Developed Markets: 24.55%    % Emerging Markets: 0.00%    % Unidentified Markets: 75.45%

Americas 22.88%
22.88%
Canada 0.45%
United States 22.43%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.67%
United Kingdom 0.00%
1.67%
Switzerland 1.67%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 75.45%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
5.44%
Materials
0.00%
Consumer Discretionary
4.10%
Financials
1.34%
Real Estate
0.00%
Sensitive
4.00%
Communication Services
0.73%
Energy
0.00%
Industrials
1.08%
Information Technology
2.19%
Defensive
11.88%
Consumer Staples
0.00%
Health Care
11.88%
Utilities
0.00%
Not Classified
78.68%
Non Classified Equity
69.29%
Not Classified - Non Equity
9.39%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 30.30%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 69.70%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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