Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.26%
Stock 77.13%
Bond 22.61%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 78.52%
Mid 13.76%
Small 7.72%
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Region Exposure

% Developed Markets: 99.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.26%

Americas 95.69%
95.69%
United States 95.69%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.05%
United Kingdom 0.00%
4.05%
Ireland 3.17%
Switzerland 0.88%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.26%

Bond Credit Quality Exposure

AAA 10.89%
AA 77.70%
A 5.98%
BBB 5.16%
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 0.27%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
27.36%
Materials
2.27%
Consumer Discretionary
8.15%
Financials
16.93%
Real Estate
0.00%
Sensitive
53.60%
Communication Services
11.81%
Energy
3.19%
Industrials
7.28%
Information Technology
31.32%
Defensive
18.79%
Consumer Staples
6.66%
Health Care
10.13%
Utilities
2.00%
Not Classified
0.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.25%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 83.79%
Corporate 15.79%
Securitized 0.00%
Municipal 0.00%
Other 0.42%
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Bond Maturity Exposure

Short Term
13.90%
Less than 1 Year
13.90%
Intermediate
67.60%
1 to 3 Years
13.63%
3 to 5 Years
10.22%
5 to 10 Years
43.76%
Long Term
18.49%
10 to 20 Years
18.49%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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