Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.16%
Stock 57.71%
Bond 33.55%
Convertible 4.37%
Preferred 2.06%
Other 1.15%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 91.64%
Mid 6.80%
Small 1.55%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.00%    % Emerging Markets: 2.85%    % Unidentified Markets: 1.15%

Americas 67.38%
66.75%
Canada 2.44%
United States 64.31%
0.64%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.20%
United Kingdom 3.21%
12.96%
Austria 0.46%
France 2.17%
Germany 3.11%
Italy 2.62%
Netherlands 1.82%
Spain 2.79%
0.00%
1.03%
Israel 1.03%
Greater Asia 14.27%
Japan 2.86%
0.49%
Australia 0.49%
9.55%
Hong Kong 2.88%
South Korea 3.37%
Taiwan 3.30%
1.37%
China 0.88%
India 0.49%
Unidentified Region 1.15%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 5.11%
BBB 16.02%
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 78.86%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
26.11%
Materials
4.11%
Consumer Discretionary
6.52%
Financials
15.48%
Real Estate
0.00%
Sensitive
67.15%
Communication Services
12.67%
Energy
3.18%
Industrials
15.75%
Information Technology
35.55%
Defensive
6.74%
Consumer Staples
5.09%
Health Care
1.64%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.00%
Corporate 11.52%
Securitized 0.00%
Municipal 0.00%
Other 88.48%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
5.44%
Less than 1 Year
5.44%
Intermediate
92.90%
1 to 3 Years
17.26%
3 to 5 Years
56.42%
5 to 10 Years
19.22%
Long Term
1.66%
10 to 20 Years
1.66%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial