Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.06%
Stock 79.02%
Bond 15.78%
Convertible 0.00%
Preferred 0.37%
Other 4.78%
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Market Capitalization

As of October 31, 2025
Large 52.65%
Mid 30.40%
Small 16.95%
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Region Exposure

% Developed Markets: 84.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 15.02%

Americas 52.38%
51.08%
United States 51.08%
1.30%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.63%
United Kingdom 9.21%
20.43%
France 2.79%
Germany 4.22%
Ireland 2.47%
Italy 0.51%
Netherlands 4.44%
Switzerland 5.94%
0.00%
0.00%
Greater Asia 2.97%
Japan 1.38%
0.00%
1.59%
South Korea 1.59%
0.00%
Unidentified Region 15.02%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 4.26%
B 10.27%
Below B 15.51%
    CCC 15.51%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.50%
Not Available 69.46%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
35.41%
Materials
5.58%
Consumer Discretionary
8.17%
Financials
20.62%
Real Estate
1.03%
Sensitive
31.80%
Communication Services
9.01%
Energy
6.96%
Industrials
10.13%
Information Technology
5.70%
Defensive
25.30%
Consumer Staples
9.61%
Health Care
10.99%
Utilities
4.70%
Not Classified
7.50%
Non Classified Equity
2.14%
Not Classified - Non Equity
5.36%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.00%
Corporate 44.78%
Securitized 0.00%
Municipal 0.00%
Other 55.22%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
99.67%
1 to 3 Years
26.39%
3 to 5 Years
73.28%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.33%
As of October 31, 2025
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