Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 43.69%
Bond 36.05%
Convertible 0.00%
Preferred 0.49%
Other 19.77%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 80.21%    % Emerging Markets: 0.03%    % Unidentified Markets: 19.76%

Americas 50.51%
50.51%
Canada 0.32%
United States 50.20%
0.00%
Mexico 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.64%
United Kingdom 0.99%
25.63%
Austria 0.01%
Belgium 0.00%
Denmark 0.43%
Finland 0.00%
France 7.47%
Germany 7.29%
Greece 0.01%
Ireland 2.78%
Italy 0.68%
Netherlands 4.52%
Norway 0.00%
Portugal 0.00%
Spain 0.02%
Sweden 0.02%
Switzerland 2.31%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.00%
0.00%
Greater Asia 3.08%
Japan 1.39%
0.00%
Australia 0.00%
1.69%
Singapore 0.00%
South Korea 1.30%
Taiwan 0.40%
0.00%
Unidentified Region 19.76%

Bond Credit Quality Exposure

AAA 0.00%
AA 85.50%
A 7.56%
BBB 3.35%
BB 2.71%
B 0.78%
Below B 0.08%
    CCC 0.08%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.02%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
20.11%
Materials
1.95%
Consumer Discretionary
5.94%
Financials
10.90%
Real Estate
1.32%
Sensitive
31.99%
Communication Services
6.34%
Energy
0.00%
Industrials
12.56%
Information Technology
13.09%
Defensive
18.45%
Consumer Staples
1.86%
Health Care
11.91%
Utilities
4.67%
Not Classified
29.46%
Non Classified Equity
0.00%
Not Classified - Non Equity
29.46%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 85.51%
Corporate 14.48%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
17.49%
Less than 1 Year
17.49%
Intermediate
42.91%
1 to 3 Years
19.92%
3 to 5 Years
12.57%
5 to 10 Years
10.43%
Long Term
39.60%
10 to 20 Years
39.60%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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