Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.54%
Stock 58.58%
Bond 40.15%
Convertible 0.00%
Preferred 0.02%
Other 0.71%
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Market Capitalization

As of October 31, 2025
Large 80.30%
Mid 14.13%
Small 5.56%
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Region Exposure

% Developed Markets: 97.72%    % Emerging Markets: 0.46%    % Unidentified Markets: 1.83%

Americas 88.90%
88.44%
Canada 1.02%
United States 87.42%
0.47%
Mexico 0.07%
Peru 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.12%
United Kingdom 1.81%
7.22%
Denmark 0.65%
Finland 0.15%
France 2.24%
Germany 0.71%
Ireland 2.01%
Italy 0.03%
Netherlands 0.11%
Norway 0.20%
Spain 0.11%
Switzerland 0.81%
0.00%
0.09%
Israel 0.07%
Saudi Arabia 0.02%
Greater Asia 0.15%
Japan 0.11%
0.04%
Australia 0.04%
0.00%
0.00%
Unidentified Region 1.83%

Bond Credit Quality Exposure

AAA 3.15%
AA 20.71%
A 6.88%
BBB 22.19%
BB 7.57%
B 3.49%
Below B 0.15%
    CCC 0.14%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 35.88%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
29.30%
Materials
5.56%
Consumer Discretionary
12.04%
Financials
9.95%
Real Estate
1.75%
Sensitive
52.44%
Communication Services
8.86%
Energy
5.66%
Industrials
9.64%
Information Technology
28.28%
Defensive
18.26%
Consumer Staples
4.81%
Health Care
13.45%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 16.83%
Corporate 36.12%
Securitized 45.47%
Municipal 0.04%
Other 1.54%
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Bond Maturity Exposure

Short Term
0.05%
Less than 1 Year
0.05%
Intermediate
38.09%
1 to 3 Years
2.25%
3 to 5 Years
10.28%
5 to 10 Years
25.56%
Long Term
60.15%
10 to 20 Years
7.55%
20 to 30 Years
47.90%
Over 30 Years
4.70%
Other
1.71%
As of October 31, 2025
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