Asset Allocation

As of October 31, 2025.
Type % Net
Cash 15.57%
Stock 30.55%
Bond 50.68%
Convertible 0.00%
Preferred 0.10%
Other 3.10%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.80%    % Emerging Markets: 4.02%    % Unidentified Markets: 7.18%

Americas 78.96%
77.75%
Canada 7.64%
United States 70.11%
1.21%
Argentina 0.02%
Brazil 0.17%
Chile 0.25%
Mexico 0.36%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.17%
United Kingdom 0.82%
3.06%
Austria 0.29%
Denmark 0.11%
France 0.00%
Germany 0.14%
Ireland 0.06%
Italy 0.71%
Netherlands 0.61%
Spain 0.77%
Switzerland 0.33%
0.29%
Poland 0.29%
1.00%
Saudi Arabia 0.15%
South Africa 0.85%
Greater Asia 8.69%
Japan 2.91%
0.54%
Australia 0.54%
3.32%
Hong Kong 0.92%
Singapore 0.28%
South Korea 1.07%
Taiwan 1.05%
1.92%
China 1.48%
India 0.22%
Indonesia 0.11%
Thailand 0.11%
Unidentified Region 7.18%

Bond Credit Quality Exposure

AAA 0.00%
AA 20.56%
A 3.72%
BBB 75.71%
BB 0.00%
B 0.00%
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 0.00%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
30.88%
Materials
11.65%
Consumer Discretionary
7.35%
Financials
11.31%
Real Estate
0.57%
Sensitive
43.72%
Communication Services
6.96%
Energy
11.78%
Industrials
8.32%
Information Technology
16.67%
Defensive
11.84%
Consumer Staples
2.79%
Health Care
4.89%
Utilities
4.15%
Not Classified
13.56%
Non Classified Equity
5.50%
Not Classified - Non Equity
8.06%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 20.58%
Corporate 79.42%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
96.12%
1 to 3 Years
0.00%
3 to 5 Years
76.87%
5 to 10 Years
19.25%
Long Term
3.87%
10 to 20 Years
0.04%
20 to 30 Years
3.83%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial