Asset Allocation

As of October 31, 2025.
Type % Net
Cash 6.04%
Stock 73.52%
Bond 19.60%
Convertible 0.00%
Preferred 0.02%
Other 0.81%
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Market Capitalization

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

% Developed Markets: 96.80%    % Emerging Markets: 2.27%    % Unidentified Markets: 0.94%

Americas 70.84%
69.09%
Canada 2.72%
United States 66.37%
1.75%
Brazil 0.67%
Mexico 0.20%
Peru 0.21%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.99%
United Kingdom 4.36%
14.40%
Austria 0.03%
Denmark 0.21%
Finland 0.12%
France 3.27%
Germany 1.51%
Greece 0.01%
Ireland 2.65%
Italy 0.46%
Netherlands 1.10%
Norway 0.09%
Portugal 0.13%
Spain 1.05%
Sweden 0.50%
Switzerland 2.07%
0.02%
Turkey 0.02%
0.20%
Israel 0.05%
Saudi Arabia 0.15%
Greater Asia 9.24%
Japan 4.81%
0.83%
Australia 0.83%
2.62%
Hong Kong 0.66%
Singapore 0.49%
South Korea 0.18%
Taiwan 1.24%
0.98%
China 0.40%
India 0.49%
Philippines 0.06%
Thailand 0.03%
Unidentified Region 0.94%

Bond Credit Quality Exposure

AAA 2.53%
AA 7.31%
A 37.33%
BBB 50.64%
BB 1.94%
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 0.25%
Not Available 0.00%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
32.89%
Materials
4.73%
Consumer Discretionary
8.76%
Financials
17.45%
Real Estate
1.95%
Sensitive
47.22%
Communication Services
6.97%
Energy
3.57%
Industrials
13.80%
Information Technology
22.88%
Defensive
19.66%
Consumer Staples
5.17%
Health Care
11.01%
Utilities
3.48%
Not Classified
0.23%
Non Classified Equity
0.23%
Not Classified - Non Equity
0.00%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 5.12%
Corporate 91.08%
Securitized 2.32%
Municipal 0.64%
Other 0.85%
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Bond Maturity Exposure

Short Term
3.21%
Less than 1 Year
3.21%
Intermediate
63.82%
1 to 3 Years
8.99%
3 to 5 Years
15.46%
5 to 10 Years
39.36%
Long Term
32.47%
10 to 20 Years
12.04%
20 to 30 Years
18.93%
Over 30 Years
1.49%
Other
0.51%
As of October 31, 2025
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