Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.04%
Stock 61.31%
Bond 36.48%
Convertible 0.00%
Preferred 0.31%
Other -1.14%
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Market Capitalization

As of October 31, 2025
Large 75.71%
Mid 15.30%
Small 9.00%
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Region Exposure

% Developed Markets: 97.60%    % Emerging Markets: 1.65%    % Unidentified Markets: 0.75%

Americas 74.05%
73.45%
Canada 1.56%
United States 71.89%
0.59%
Brazil 0.02%
Chile 0.00%
Colombia 0.00%
Mexico 0.47%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.13%
United Kingdom 5.24%
10.58%
Denmark 0.20%
Finland 0.41%
France 0.56%
Germany 2.00%
Greece 0.00%
Ireland 2.23%
Netherlands 1.49%
Sweden 0.44%
Switzerland 2.86%
0.01%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.30%
Egypt 0.00%
Israel 0.26%
Qatar 0.00%
Saudi Arabia 0.02%
South Africa 0.02%
United Arab Emirates 0.01%
Greater Asia 9.07%
Japan 4.33%
0.60%
Australia 0.60%
3.02%
Hong Kong 1.70%
Singapore 1.05%
South Korea 0.07%
Taiwan 0.20%
1.11%
China 0.95%
India 0.08%
Indonesia 0.01%
Malaysia 0.01%
Philippines 0.00%
Thailand 0.07%
Unidentified Region 0.75%

Bond Credit Quality Exposure

AAA 0.00%
AA 11.19%
A 39.81%
BBB 47.46%
BB 1.54%
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
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Stock Sector Exposure

Cyclical
30.64%
Materials
3.44%
Consumer Discretionary
9.18%
Financials
13.90%
Real Estate
4.12%
Sensitive
44.27%
Communication Services
8.05%
Energy
1.07%
Industrials
9.63%
Information Technology
25.52%
Defensive
25.06%
Consumer Staples
7.71%
Health Care
14.85%
Utilities
2.49%
Not Classified
0.04%
Non Classified Equity
0.03%
Not Classified - Non Equity
0.01%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 7.42%
Corporate 91.50%
Securitized 0.00%
Municipal 0.00%
Other 1.08%
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Bond Maturity Exposure

Short Term
1.99%
Less than 1 Year
1.99%
Intermediate
64.42%
1 to 3 Years
14.61%
3 to 5 Years
10.79%
5 to 10 Years
39.03%
Long Term
33.59%
10 to 20 Years
17.01%
20 to 30 Years
14.75%
Over 30 Years
1.83%
Other
0.00%
As of October 31, 2025
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