Asset Allocation

As of October 31, 2025.
Type % Net
Cash 27.32%
Stock 42.50%
Bond 35.72%
Convertible 0.15%
Preferred 0.32%
Other -6.01%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.26%    % Emerging Markets: 0.41%    % Unidentified Markets: 8.34%

Americas 77.13%
76.53%
Canada 2.02%
United States 74.51%
0.60%
Chile 0.39%
Colombia -0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.17%
United Kingdom 0.23%
7.13%
Austria 0.00%
Belgium -0.00%
France 0.08%
Germany 1.12%
Greece 0.00%
Ireland 0.75%
Italy 0.47%
Netherlands 4.76%
Norway 0.00%
Spain 0.00%
Sweden -0.00%
Switzerland -0.03%
0.00%
6.81%
Israel 6.81%
United Arab Emirates -0.00%
Greater Asia 0.36%
Japan 0.39%
0.05%
Australia 0.05%
-0.07%
Hong Kong 0.00%
Singapore 0.01%
Taiwan -0.10%
-0.00%
Thailand -0.00%
Unidentified Region 8.34%

Bond Credit Quality Exposure

AAA 0.00%
AA 16.20%
A 0.00%
BBB 2.40%
BB 16.57%
B 15.52%
Below B 1.70%
    CCC 1.65%
    CC 0.04%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 47.62%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
4.75%
Materials
3.32%
Consumer Discretionary
-0.25%
Financials
0.38%
Real Estate
1.30%
Sensitive
24.89%
Communication Services
7.16%
Energy
0.02%
Industrials
11.28%
Information Technology
6.44%
Defensive
20.34%
Consumer Staples
8.39%
Health Care
12.14%
Utilities
-0.19%
Not Classified
50.02%
Non Classified Equity
0.16%
Not Classified - Non Equity
49.86%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 52.20%
Corporate 37.97%
Securitized -0.00%
Municipal -0.00%
Other 9.83%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
46.40%
Less than 1 Year
46.40%
Intermediate
52.50%
1 to 3 Years
19.35%
3 to 5 Years
16.83%
5 to 10 Years
16.31%
Long Term
0.66%
10 to 20 Years
0.14%
20 to 30 Years
0.37%
Over 30 Years
0.15%
Other
0.44%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial