Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.20%
Stock 36.60%
Bond 58.31%
Convertible 0.10%
Preferred 2.31%
Other 2.88%
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Market Capitalization

As of October 31, 2025
Large 89.42%
Mid 9.21%
Small 1.37%
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Region Exposure

% Developed Markets: 97.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.08%

Americas 89.81%
87.20%
Canada 0.26%
United States 86.95%
2.61%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.93%
United Kingdom 2.35%
5.58%
France 0.79%
Ireland 1.25%
Netherlands 2.07%
Switzerland 0.75%
0.00%
0.00%
Greater Asia 0.18%
Japan 0.00%
0.18%
Australia 0.18%
0.00%
0.00%
Unidentified Region 2.08%

Bond Credit Quality Exposure

AAA 0.00%
AA 11.07%
A 2.64%
BBB 16.57%
BB 20.75%
B 15.90%
Below B 3.25%
    CCC 2.30%
    CC 0.54%
    C 0.41%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 29.82%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
18.53%
Materials
5.31%
Consumer Discretionary
4.16%
Financials
9.06%
Real Estate
0.00%
Sensitive
42.76%
Communication Services
5.03%
Energy
13.71%
Industrials
14.13%
Information Technology
9.89%
Defensive
37.34%
Consumer Staples
12.34%
Health Care
17.35%
Utilities
7.65%
Not Classified
1.37%
Non Classified Equity
1.37%
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 16.64%
Corporate 64.95%
Securitized 10.92%
Municipal 0.00%
Other 7.49%
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Bond Maturity Exposure

Short Term
16.42%
Less than 1 Year
16.42%
Intermediate
65.70%
1 to 3 Years
9.06%
3 to 5 Years
17.34%
5 to 10 Years
39.30%
Long Term
16.29%
10 to 20 Years
0.88%
20 to 30 Years
15.41%
Over 30 Years
0.00%
Other
1.59%
As of October 31, 2025
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