Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.19%
Stock 77.19%
Bond 9.33%
Convertible 0.00%
Preferred 7.95%
Other 5.34%
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Market Capitalization

As of October 31, 2025
Large 65.66%
Mid 24.75%
Small 9.58%
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Region Exposure

% Developed Markets: 104.7%    % Emerging Markets: 0.00%    % Unidentified Markets: -4.70%

Americas 101.0%
101.0%
Canada 2.14%
United States 98.87%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.70%
United Kingdom 0.00%
3.70%
Ireland 1.37%
Netherlands 1.27%
Switzerland 1.05%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -4.70%

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
23.64%
Materials
1.06%
Consumer Discretionary
0.94%
Financials
15.52%
Real Estate
6.12%
Sensitive
46.45%
Communication Services
5.39%
Energy
7.79%
Industrials
12.48%
Information Technology
20.79%
Defensive
20.07%
Consumer Staples
5.09%
Health Care
7.63%
Utilities
7.36%
Not Classified
9.84%
Non Classified Equity
0.00%
Not Classified - Non Equity
9.84%
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 --
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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