Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.79%
Stock 63.39%
Bond 34.94%
Convertible 0.00%
Preferred 0.05%
Other -0.18%
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Market Capitalization

As of October 31, 2025
Large 73.82%
Mid 15.88%
Small 10.30%
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Region Exposure

% Developed Markets: 98.67%    % Emerging Markets: 0.04%    % Unidentified Markets: 1.29%

Americas 94.93%
94.71%
Canada 1.17%
United States 93.54%
0.21%
Mexico 0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.56%
United Kingdom 0.23%
3.31%
Denmark 0.05%
France 0.42%
Germany 0.52%
Ireland 1.17%
Italy 0.14%
Netherlands 0.15%
Norway 0.00%
Spain 0.17%
Sweden 0.08%
Switzerland 0.06%
0.00%
0.01%
United Arab Emirates 0.01%
Greater Asia 0.22%
Japan 0.00%
0.10%
Australia 0.05%
0.12%
Hong Kong 0.00%
Singapore 0.12%
0.00%
Unidentified Region 1.29%

Bond Credit Quality Exposure

AAA 6.01%
AA 42.49%
A 11.73%
BBB 14.29%
BB 2.41%
B 0.59%
Below B 0.40%
    CCC 0.38%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.47%
Not Available 21.61%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
21.81%
Materials
0.00%
Consumer Discretionary
9.26%
Financials
11.74%
Real Estate
0.81%
Sensitive
59.46%
Communication Services
13.63%
Energy
2.20%
Industrials
8.31%
Information Technology
35.32%
Defensive
11.50%
Consumer Staples
3.53%
Health Care
7.97%
Utilities
0.00%
Not Classified
7.23%
Non Classified Equity
1.16%
Not Classified - Non Equity
6.06%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 30.57%
Corporate 25.27%
Securitized 42.24%
Municipal 0.50%
Other 1.41%
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Bond Maturity Exposure

Short Term
9.53%
Less than 1 Year
9.53%
Intermediate
37.05%
1 to 3 Years
10.88%
3 to 5 Years
10.79%
5 to 10 Years
15.38%
Long Term
52.50%
10 to 20 Years
11.96%
20 to 30 Years
39.83%
Over 30 Years
0.70%
Other
0.92%
As of October 31, 2025
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