Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.71%
Stock 60.87%
Bond 37.41%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 72.76%
Mid 14.26%
Small 12.97%
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Region Exposure

% Developed Markets: 93.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 6.07%

Americas 92.39%
92.32%
United States 92.32%
0.07%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.48%
United Kingdom 0.63%
0.85%
Netherlands 0.26%
Switzerland 0.59%
0.00%
0.00%
Greater Asia 0.06%
Japan 0.00%
0.00%
0.06%
Taiwan 0.06%
0.00%
Unidentified Region 6.07%

Bond Credit Quality Exposure

AAA 23.05%
AA 36.63%
A 14.39%
BBB 17.79%
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 8.15%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
27.43%
Materials
1.73%
Consumer Discretionary
10.92%
Financials
12.90%
Real Estate
1.88%
Sensitive
52.93%
Communication Services
8.59%
Energy
2.87%
Industrials
7.84%
Information Technology
33.62%
Defensive
14.13%
Consumer Staples
3.77%
Health Care
8.11%
Utilities
2.25%
Not Classified
5.52%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.52%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 41.23%
Corporate 30.40%
Securitized 28.22%
Municipal 0.15%
Other 0.00%
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Bond Maturity Exposure

Short Term
4.01%
Less than 1 Year
4.01%
Intermediate
81.59%
1 to 3 Years
10.78%
3 to 5 Years
31.79%
5 to 10 Years
39.02%
Long Term
13.59%
10 to 20 Years
5.63%
20 to 30 Years
4.03%
Over 30 Years
3.93%
Other
0.81%
As of October 31, 2025
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