Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.74%
Stock 47.21%
Bond 33.48%
Convertible 0.00%
Preferred 0.00%
Other 17.57%
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Market Capitalization

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

% Developed Markets: 70.85%    % Emerging Markets: 16.16%    % Unidentified Markets: 12.99%

Americas 40.05%
30.24%
United States 30.24%
9.81%
Brazil 4.12%
Colombia 0.97%
Mexico 3.84%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.49%
United Kingdom 15.48%
16.44%
France 3.16%
Germany 1.88%
Ireland 0.69%
Italy 1.14%
Netherlands 6.50%
Spain 1.01%
Switzerland 0.87%
1.18%
2.39%
South Africa 2.39%
Greater Asia 11.47%
Japan 0.10%
5.33%
Australia 2.27%
3.96%
Hong Kong 1.49%
South Korea 1.08%
Taiwan 1.40%
2.08%
China 1.56%
India 0.52%
Unidentified Region 12.99%

Bond Credit Quality Exposure

AAA 12.82%
AA 22.13%
A 0.00%
BBB 19.10%
BB 35.21%
B 9.49%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.25%
Not Available 0.00%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
27.97%
Materials
2.10%
Consumer Discretionary
8.57%
Financials
15.73%
Real Estate
1.57%
Sensitive
35.89%
Communication Services
11.50%
Energy
0.84%
Industrials
10.95%
Information Technology
12.60%
Defensive
15.16%
Consumer Staples
3.53%
Health Care
6.24%
Utilities
5.39%
Not Classified
20.98%
Non Classified Equity
0.29%
Not Classified - Non Equity
20.69%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 68.24%
Corporate 31.76%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
0.79%
Less than 1 Year
0.79%
Intermediate
70.35%
1 to 3 Years
17.23%
3 to 5 Years
15.81%
5 to 10 Years
37.31%
Long Term
21.05%
10 to 20 Years
14.99%
20 to 30 Years
2.42%
Over 30 Years
3.65%
Other
7.81%
As of October 31, 2025
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