Asset Allocation

As of October 31, 2025.
Type % Net
Cash 12.77%
Stock 79.02%
Bond 7.74%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 0.31%
Mid 6.71%
Small 92.98%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.47%    % Emerging Markets: 0.40%    % Unidentified Markets: 5.13%

Americas 91.29%
90.41%
Canada 0.03%
United States 90.38%
0.88%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.74%
United Kingdom 1.78%
0.58%
France 0.06%
Germany 0.01%
Ireland 0.29%
Netherlands 0.00%
Sweden 0.21%
Switzerland 0.00%
0.00%
0.37%
Israel 0.37%
Greater Asia 0.84%
Japan 0.39%
0.04%
Australia 0.04%
0.02%
Singapore 0.00%
South Korea 0.02%
0.40%
Thailand 0.40%
Unidentified Region 5.13%

Bond Credit Quality Exposure

AAA 24.08%
AA 5.58%
A 7.87%
BBB 13.14%
BB 3.03%
B 0.92%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 4.97%
Not Available 40.41%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
34.75%
Materials
4.41%
Consumer Discretionary
10.32%
Financials
14.21%
Real Estate
5.81%
Sensitive
38.90%
Communication Services
1.26%
Energy
3.50%
Industrials
21.16%
Information Technology
12.98%
Defensive
14.99%
Consumer Staples
4.01%
Health Care
7.90%
Utilities
3.08%
Not Classified
11.36%
Non Classified Equity
0.26%
Not Classified - Non Equity
11.10%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 23.01%
Corporate 18.47%
Securitized 57.34%
Municipal 0.00%
Other 1.18%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
25.88%
Less than 1 Year
25.88%
Intermediate
22.42%
1 to 3 Years
9.98%
3 to 5 Years
7.51%
5 to 10 Years
4.93%
Long Term
47.49%
10 to 20 Years
16.58%
20 to 30 Years
18.81%
Over 30 Years
12.09%
Other
4.21%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial