Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.25%
Stock 69.28%
Bond 30.48%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 66.28%
Mid 20.16%
Small 13.56%
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Region Exposure

% Developed Markets: 99.46%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.54%

Americas 92.30%
92.30%
Canada 70.85%
United States 21.45%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.16%
United Kingdom 2.30%
4.87%
Ireland 4.87%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.54%

Bond Credit Quality Exposure

AAA 8.37%
AA 13.24%
A 28.83%
BBB 40.01%
BB 1.85%
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 0.14%
Not Available 7.57%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
43.22%
Materials
2.79%
Consumer Discretionary
8.13%
Financials
29.89%
Real Estate
2.40%
Sensitive
43.32%
Communication Services
7.52%
Energy
6.07%
Industrials
19.98%
Information Technology
9.74%
Defensive
11.32%
Consumer Staples
2.35%
Health Care
8.96%
Utilities
0.00%
Not Classified
2.15%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.15%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 5.69%
Corporate 58.18%
Securitized 4.14%
Municipal 18.85%
Other 13.15%
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Bond Maturity Exposure

Short Term
7.48%
Less than 1 Year
7.48%
Intermediate
65.31%
1 to 3 Years
15.75%
3 to 5 Years
15.76%
5 to 10 Years
33.80%
Long Term
27.17%
10 to 20 Years
6.55%
20 to 30 Years
8.69%
Over 30 Years
11.93%
Other
0.04%
As of October 31, 2025
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