Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 63.86%
Bond 34.94%
Convertible 0.00%
Preferred 0.00%
Other 1.20%
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Market Capitalization

As of October 31, 2025
Large 73.85%
Mid 16.80%
Small 9.36%
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Region Exposure

% Developed Markets: 96.06%    % Emerging Markets: 1.76%    % Unidentified Markets: 2.18%

Americas 84.19%
83.44%
Canada 2.30%
United States 81.14%
0.74%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.62%
United Kingdom 1.40%
11.22%
Germany 1.06%
Ireland 3.67%
Netherlands 3.72%
Switzerland 0.67%
0.00%
0.00%
Greater Asia 1.02%
Japan 0.00%
0.00%
0.00%
1.02%
Philippines 1.02%
Unidentified Region 2.18%

Bond Credit Quality Exposure

AAA 24.77%
AA 32.34%
A 16.78%
BBB 18.77%
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 7.34%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
26.44%
Materials
1.74%
Consumer Discretionary
9.28%
Financials
12.80%
Real Estate
2.61%
Sensitive
57.22%
Communication Services
9.72%
Energy
0.00%
Industrials
11.95%
Information Technology
35.54%
Defensive
15.13%
Consumer Staples
5.72%
Health Care
6.91%
Utilities
2.49%
Not Classified
1.21%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.21%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 23.97%
Corporate 69.88%
Securitized 0.00%
Municipal 6.15%
Other 0.00%
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Bond Maturity Exposure

Short Term
10.86%
Less than 1 Year
10.86%
Intermediate
84.17%
1 to 3 Years
17.91%
3 to 5 Years
33.74%
5 to 10 Years
32.53%
Long Term
4.97%
10 to 20 Years
4.97%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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