Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.10%
Stock 63.25%
Bond 31.23%
Convertible 0.00%
Preferred 0.00%
Other 1.43%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 86.54%
Mid 9.46%
Small 4.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.22%    % Emerging Markets: 0.07%    % Unidentified Markets: 1.70%

Americas 80.61%
80.21%
Canada 42.68%
United States 37.53%
0.40%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.05%
United Kingdom 4.44%
11.05%
Belgium 1.15%
France 2.04%
Germany 2.42%
Ireland 1.88%
Italy 0.00%
Netherlands 2.00%
Switzerland 1.53%
0.00%
0.56%
Israel 0.56%
Greater Asia 1.64%
Japan 1.64%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 1.70%

Bond Credit Quality Exposure

AAA 15.42%
AA 10.36%
A 17.24%
BBB 29.74%
BB 11.77%
B 6.82%
Below B 0.21%
    CCC 0.21%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.16%
Not Available 7.29%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
23.30%
Materials
2.72%
Consumer Discretionary
3.77%
Financials
14.13%
Real Estate
2.68%
Sensitive
30.17%
Communication Services
3.19%
Energy
2.71%
Industrials
9.66%
Information Technology
14.61%
Defensive
11.52%
Consumer Staples
4.82%
Health Care
5.19%
Utilities
1.52%
Not Classified
35.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
35.01%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 11.89%
Corporate 65.57%
Securitized 0.34%
Municipal 13.78%
Other 8.42%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.52%
Less than 1 Year
0.52%
Intermediate
67.29%
1 to 3 Years
9.49%
3 to 5 Years
18.40%
5 to 10 Years
39.41%
Long Term
30.03%
10 to 20 Years
5.30%
20 to 30 Years
13.33%
Over 30 Years
11.40%
Other
2.16%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial