Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.63%
Stock 62.09%
Bond 36.47%
Convertible 0.00%
Preferred 0.04%
Other -0.23%
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Market Capitalization

As of October 31, 2025
Large 88.14%
Mid 5.42%
Small 6.44%
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Region Exposure

% Developed Markets: 95.76%    % Emerging Markets: 3.95%    % Unidentified Markets: 0.29%

Americas 76.51%
74.86%
Canada 6.08%
United States 68.79%
1.65%
Mexico 0.61%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.76%
United Kingdom 5.16%
7.59%
France 1.20%
Germany 2.84%
Ireland 0.37%
Italy 1.55%
Netherlands 1.30%
Norway 0.00%
Spain 0.00%
Switzerland 0.33%
0.00%
0.00%
Greater Asia 10.44%
Japan 4.14%
0.05%
Australia 0.05%
3.80%
Hong Kong 1.02%
Singapore 0.02%
South Korea 1.26%
Taiwan 1.21%
2.46%
China 1.84%
India 0.62%
Unidentified Region 0.29%

Bond Credit Quality Exposure

AAA 1.27%
AA 50.55%
A 3.80%
BBB 11.32%
BB 20.91%
B 8.36%
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 3.79%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
31.90%
Materials
4.82%
Consumer Discretionary
10.75%
Financials
16.33%
Real Estate
0.00%
Sensitive
50.16%
Communication Services
9.25%
Energy
0.38%
Industrials
12.44%
Information Technology
28.10%
Defensive
17.61%
Consumer Staples
5.72%
Health Care
10.12%
Utilities
1.78%
Not Classified
0.33%
Non Classified Equity
0.06%
Not Classified - Non Equity
0.27%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 51.42%
Corporate 44.33%
Securitized 0.00%
Municipal 0.00%
Other 4.25%
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Bond Maturity Exposure

Short Term
0.75%
Less than 1 Year
0.75%
Intermediate
73.50%
1 to 3 Years
20.67%
3 to 5 Years
17.94%
5 to 10 Years
34.89%
Long Term
23.32%
10 to 20 Years
2.71%
20 to 30 Years
15.43%
Over 30 Years
5.18%
Other
2.43%
As of October 31, 2025
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