Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.66%
Stock 68.27%
Bond 29.15%
Convertible 0.00%
Preferred 0.00%
Other 1.91%
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Market Capitalization

As of October 31, 2025
Large 71.64%
Mid 16.95%
Small 11.40%
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Region Exposure

% Developed Markets: 85.39%    % Emerging Markets: 0.00%    % Unidentified Markets: 14.61%

Americas 84.51%
83.93%
Canada 0.06%
United States 83.87%
0.58%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.88%
United Kingdom 0.00%
0.88%
Ireland 0.88%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 14.61%

Bond Credit Quality Exposure

AAA 0.00%
AA 3.11%
A 0.00%
BBB 0.00%
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 96.89%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
17.62%
Materials
1.32%
Consumer Discretionary
3.94%
Financials
10.26%
Real Estate
2.09%
Sensitive
42.95%
Communication Services
7.96%
Energy
0.58%
Industrials
8.65%
Information Technology
25.77%
Defensive
9.06%
Consumer Staples
1.21%
Health Care
7.24%
Utilities
0.62%
Not Classified
30.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
30.37%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 58.86%
Corporate 0.01%
Securitized 0.00%
Municipal 0.00%
Other 41.13%
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Bond Maturity Exposure

Short Term
99.58%
Less than 1 Year
99.58%
Intermediate
0.42%
1 to 3 Years
0.42%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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