Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.79%
Stock 71.18%
Bond 25.88%
Convertible 0.00%
Preferred 1.95%
Other 0.20%
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Market Capitalization

As of October 31, 2025
Large 43.50%
Mid 20.61%
Small 35.89%
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Region Exposure

% Developed Markets: 98.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.04%

Americas 90.50%
90.50%
United States 90.50%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.29%
United Kingdom 0.00%
4.29%
Ireland 1.97%
Switzerland 2.32%
0.00%
0.00%
Greater Asia 4.18%
Japan 4.18%
0.00%
0.00%
0.00%
Unidentified Region 1.04%

Bond Credit Quality Exposure

AAA 0.00%
AA 6.63%
A 41.96%
BBB 38.00%
BB 9.53%
B 2.72%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 1.16%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
38.39%
Materials
3.96%
Consumer Discretionary
13.92%
Financials
20.50%
Real Estate
0.00%
Sensitive
28.56%
Communication Services
2.39%
Energy
7.46%
Industrials
7.12%
Information Technology
11.59%
Defensive
29.28%
Consumer Staples
7.19%
Health Care
22.08%
Utilities
0.00%
Not Classified
3.77%
Non Classified Equity
1.86%
Not Classified - Non Equity
1.91%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 2.11%
Corporate 97.89%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
16.65%
Less than 1 Year
16.65%
Intermediate
83.35%
1 to 3 Years
40.58%
3 to 5 Years
26.23%
5 to 10 Years
16.54%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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