Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.13%
Stock 74.28%
Bond 23.86%
Convertible 0.00%
Preferred 0.04%
Other 0.70%
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Market Capitalization

As of October 31, 2025
Large 92.24%
Mid 7.03%
Small 0.73%
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Region Exposure

% Developed Markets: 97.65%    % Emerging Markets: 0.44%    % Unidentified Markets: 1.91%

Americas 96.41%
96.14%
Canada 17.19%
United States 78.95%
0.27%
Brazil 0.00%
Chile 0.01%
Colombia 0.00%
Mexico 0.23%
Peru 0.00%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.65%
United Kingdom 0.24%
1.40%
Austria 0.00%
Belgium 0.00%
Finland 0.00%
France 0.07%
Germany 0.01%
Ireland 1.21%
Italy 0.01%
Netherlands 0.05%
Spain 0.00%
Switzerland 0.01%
0.01%
Poland 0.01%
0.00%
Saudi Arabia 0.00%
Greater Asia 0.04%
Japan 0.01%
0.01%
Australia 0.01%
0.01%
Hong Kong 0.01%
South Korea 0.00%
0.01%
China 0.01%
Philippines 0.00%
Unidentified Region 1.91%

Bond Credit Quality Exposure

AAA 12.38%
AA 8.67%
A 23.24%
BBB 26.25%
BB 9.27%
B 5.77%
Below B 0.85%
    CCC 0.74%
    CC 0.03%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.08%
Not Rated 0.32%
Not Available 13.25%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
19.68%
Materials
1.97%
Consumer Discretionary
7.45%
Financials
9.89%
Real Estate
0.36%
Sensitive
42.11%
Communication Services
6.04%
Energy
2.80%
Industrials
6.37%
Information Technology
26.90%
Defensive
13.27%
Consumer Staples
3.11%
Health Care
8.28%
Utilities
1.89%
Not Classified
24.94%
Non Classified Equity
0.00%
Not Classified - Non Equity
24.94%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 15.08%
Corporate 63.14%
Securitized 0.30%
Municipal 10.23%
Other 11.24%
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Bond Maturity Exposure

Short Term
5.04%
Less than 1 Year
5.04%
Intermediate
70.37%
1 to 3 Years
12.98%
3 to 5 Years
14.71%
5 to 10 Years
42.68%
Long Term
24.29%
10 to 20 Years
4.58%
20 to 30 Years
9.61%
Over 30 Years
10.10%
Other
0.30%
As of October 31, 2025
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