Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.27%
Stock 37.89%
Bond 58.17%
Convertible 0.00%
Preferred 0.59%
Other 1.08%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 81.04%
Mid 4.42%
Small 14.55%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.24%    % Emerging Markets: 2.84%    % Unidentified Markets: 3.92%

Americas 68.15%
66.14%
Canada 2.68%
United States 63.46%
2.01%
Brazil 0.87%
Chile 0.39%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.13%
United Kingdom 6.12%
14.68%
Austria 0.27%
Belgium 0.34%
Finland 0.29%
France 3.25%
Germany 1.30%
Ireland 1.81%
Italy 1.70%
Netherlands 2.34%
Spain 1.98%
Sweden 0.26%
Switzerland 0.89%
0.00%
Poland 0.00%
0.33%
Israel 0.33%
Greater Asia 6.79%
Japan 2.04%
0.40%
Australia 0.40%
2.94%
Singapore 1.06%
South Korea 0.70%
Taiwan 1.02%
1.41%
China 1.41%
Unidentified Region 3.92%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.17%
A 0.00%
BBB 10.02%
BB 54.37%
B 23.72%
Below B 4.78%
    CCC 4.74%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.04%
Not Rated 0.00%
Not Available 5.94%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
32.89%
Materials
1.92%
Consumer Discretionary
9.02%
Financials
19.60%
Real Estate
2.34%
Sensitive
44.33%
Communication Services
6.37%
Energy
3.58%
Industrials
5.48%
Information Technology
28.90%
Defensive
15.30%
Consumer Staples
3.38%
Health Care
6.61%
Utilities
5.31%
Not Classified
7.48%
Non Classified Equity
1.08%
Not Classified - Non Equity
6.40%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 2.52%
Corporate 89.25%
Securitized 0.29%
Municipal 5.24%
Other 2.70%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.03%
Less than 1 Year
3.03%
Intermediate
73.37%
1 to 3 Years
10.90%
3 to 5 Years
26.81%
5 to 10 Years
35.65%
Long Term
8.70%
10 to 20 Years
2.27%
20 to 30 Years
5.06%
Over 30 Years
1.37%
Other
14.90%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial