Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.04%
Stock 68.82%
Bond 28.97%
Convertible 0.00%
Preferred 0.00%
Other 0.16%
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Market Capitalization

As of October 31, 2025
Large 72.83%
Mid 18.73%
Small 8.43%
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Region Exposure

% Developed Markets: 96.95%    % Emerging Markets: 0.53%    % Unidentified Markets: 2.52%

Americas 83.57%
82.54%
Canada 1.27%
United States 81.26%
1.04%
Chile 0.06%
Mexico 0.05%
Peru 0.08%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.65%
United Kingdom 1.48%
9.81%
Finland 0.13%
France 0.27%
Germany 0.63%
Greece 0.03%
Ireland 4.89%
Italy 1.69%
Netherlands 0.32%
Norway 0.15%
Spain 0.17%
Switzerland 1.53%
0.06%
Czech Republic 0.06%
0.30%
South Africa 0.06%
Greater Asia 2.26%
Japan 0.99%
0.18%
Australia 0.18%
1.05%
Singapore 0.00%
South Korea 1.05%
0.05%
Philippines 0.05%
Unidentified Region 2.52%

Bond Credit Quality Exposure

AAA 6.20%
AA 18.79%
A 13.41%
BBB 26.03%
BB 5.31%
B 0.98%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.29%
Not Available 26.99%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
27.77%
Materials
3.65%
Consumer Discretionary
9.75%
Financials
12.35%
Real Estate
2.01%
Sensitive
53.14%
Communication Services
11.51%
Energy
3.52%
Industrials
9.73%
Information Technology
28.39%
Defensive
13.98%
Consumer Staples
1.72%
Health Care
11.09%
Utilities
1.16%
Not Classified
5.11%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.11%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 12.27%
Corporate 46.38%
Securitized 40.21%
Municipal 0.14%
Other 1.00%
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Bond Maturity Exposure

Short Term
6.45%
Less than 1 Year
6.45%
Intermediate
41.17%
1 to 3 Years
5.11%
3 to 5 Years
10.85%
5 to 10 Years
25.22%
Long Term
49.96%
10 to 20 Years
14.36%
20 to 30 Years
32.11%
Over 30 Years
3.49%
Other
2.41%
As of October 31, 2025
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