Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 83.47%
Bond 13.43%
Convertible 0.00%
Preferred 0.01%
Other 3.08%
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Market Capitalization

As of October 31, 2025
Large 78.63%
Mid 7.83%
Small 13.54%
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Region Exposure

% Developed Markets: 96.05%    % Emerging Markets: 0.88%    % Unidentified Markets: 3.08%

Americas 84.84%
84.01%
Canada 0.83%
United States 83.19%
0.82%
Brazil 0.82%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.00%
United Kingdom 2.98%
6.96%
Finland 0.02%
France 0.27%
Germany 0.71%
Ireland 1.58%
Italy 0.09%
Netherlands 2.40%
Spain 0.80%
Sweden 0.08%
Switzerland 1.01%
0.03%
Czech Republic 0.03%
Turkey 0.01%
0.03%
Israel 0.03%
Greater Asia 2.09%
Japan 0.09%
0.05%
Australia 0.05%
1.92%
South Korea 0.17%
Taiwan 1.75%
0.03%
China 0.03%
Unidentified Region 3.08%

Bond Credit Quality Exposure

AAA 0.00%
AA 53.84%
A 14.43%
BBB 25.22%
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 6.50%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
28.61%
Materials
1.94%
Consumer Discretionary
6.74%
Financials
17.33%
Real Estate
2.59%
Sensitive
55.81%
Communication Services
11.33%
Energy
5.15%
Industrials
10.49%
Information Technology
28.84%
Defensive
14.81%
Consumer Staples
4.47%
Health Care
7.64%
Utilities
2.71%
Not Classified
0.77%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.77%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 50.64%
Corporate 49.36%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
15.61%
Less than 1 Year
15.61%
Intermediate
46.29%
1 to 3 Years
7.07%
3 to 5 Years
8.42%
5 to 10 Years
30.80%
Long Term
38.10%
10 to 20 Years
4.95%
20 to 30 Years
33.15%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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