Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.28%
Stock 63.40%
Bond 34.01%
Convertible 0.00%
Preferred 0.00%
Other 1.31%
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Market Capitalization

As of October 31, 2025
Large 79.50%
Mid 13.92%
Small 6.58%
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Region Exposure

% Developed Markets: 96.96%    % Emerging Markets: 0.31%    % Unidentified Markets: 2.72%

Americas 91.58%
90.70%
Canada 0.76%
United States 89.94%
0.88%
Colombia 0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.73%
United Kingdom 1.03%
2.68%
Belgium 0.29%
Finland 0.02%
France 0.17%
Germany 0.02%
Greece 0.18%
Ireland 0.94%
Italy 0.04%
Netherlands 0.41%
Portugal 0.02%
Spain 0.12%
Switzerland 0.42%
0.00%
0.02%
Israel 0.02%
Greater Asia 1.97%
Japan 0.05%
0.03%
Australia 0.03%
1.81%
Hong Kong 0.03%
South Korea 0.55%
Taiwan 1.23%
0.07%
India 0.06%
Thailand 0.01%
Unidentified Region 2.72%

Bond Credit Quality Exposure

AAA 12.13%
AA 54.85%
A 7.24%
BBB 15.21%
BB 0.09%
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 0.11%
Not Available 10.36%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
26.11%
Materials
1.57%
Consumer Discretionary
10.44%
Financials
12.35%
Real Estate
1.75%
Sensitive
55.59%
Communication Services
10.59%
Energy
2.71%
Industrials
7.99%
Information Technology
34.30%
Defensive
15.02%
Consumer Staples
4.33%
Health Care
8.60%
Utilities
2.09%
Not Classified
3.28%
Non Classified Equity
0.15%
Not Classified - Non Equity
3.13%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 54.00%
Corporate 20.78%
Securitized 25.13%
Municipal 0.08%
Other 0.01%
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Bond Maturity Exposure

Short Term
3.71%
Less than 1 Year
3.71%
Intermediate
56.96%
1 to 3 Years
5.04%
3 to 5 Years
17.32%
5 to 10 Years
34.60%
Long Term
39.21%
10 to 20 Years
14.32%
20 to 30 Years
22.56%
Over 30 Years
2.34%
Other
0.12%
As of October 31, 2025
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