Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.45%
Stock 57.20%
Bond 42.45%
Convertible 0.00%
Preferred 0.02%
Other -0.12%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 81.20%
Mid 16.18%
Small 2.61%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.59%    % Emerging Markets: 0.16%    % Unidentified Markets: 1.25%

Americas 95.19%
95.01%
Canada 0.48%
United States 94.53%
0.18%
Mexico 0.06%
Peru 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.42%
United Kingdom 1.24%
2.09%
Denmark 0.03%
France 0.35%
Ireland 1.04%
Italy 0.03%
Netherlands 0.08%
Norway 0.17%
Spain 0.09%
Switzerland 0.13%
0.00%
0.09%
Israel 0.08%
Saudi Arabia 0.01%
Greater Asia 0.14%
Japan 0.10%
0.04%
Australia 0.04%
0.00%
0.00%
Unidentified Region 1.25%

Bond Credit Quality Exposure

AAA 3.36%
AA 18.69%
A 6.31%
BBB 20.05%
BB 7.08%
B 3.25%
Below B 0.20%
    CCC 0.18%
    CC 0.00%
    C 0.02%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 41.05%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
26.97%
Materials
1.30%
Consumer Discretionary
10.43%
Financials
15.24%
Real Estate
0.00%
Sensitive
57.50%
Communication Services
9.72%
Energy
3.19%
Industrials
7.17%
Information Technology
37.42%
Defensive
15.50%
Consumer Staples
3.39%
Health Care
9.53%
Utilities
2.58%
Not Classified
0.02%
Non Classified Equity
0.02%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 22.81%
Corporate 32.45%
Securitized 43.13%
Municipal 0.09%
Other 1.53%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
8.70%
Less than 1 Year
8.70%
Intermediate
34.18%
1 to 3 Years
1.48%
3 to 5 Years
10.46%
5 to 10 Years
22.24%
Long Term
55.64%
10 to 20 Years
6.86%
20 to 30 Years
43.92%
Over 30 Years
4.87%
Other
1.48%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial