Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.41%
Stock 80.28%
Bond 18.71%
Convertible 0.00%
Preferred 0.22%
Other 0.37%
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Market Capitalization

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

% Developed Markets: 93.46%    % Emerging Markets: 5.86%    % Unidentified Markets: 0.68%

Americas 66.95%
66.06%
Canada 2.86%
United States 63.20%
0.89%
Brazil 0.41%
Chile 0.06%
Colombia 0.01%
Mexico 0.24%
Peru 0.03%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.30%
United Kingdom 3.28%
12.70%
Austria 0.16%
Belgium 0.28%
Denmark 0.42%
Finland 0.29%
France 2.11%
Germany 2.05%
Greece 0.11%
Ireland 1.02%
Italy 0.76%
Netherlands 1.38%
Norway 0.15%
Portugal 0.13%
Spain 0.81%
Sweden 0.64%
Switzerland 2.10%
0.19%
Czech Republic 0.01%
Poland 0.10%
Turkey 0.04%
1.12%
Egypt 0.01%
Israel 0.22%
Qatar 0.07%
Saudi Arabia 0.32%
South Africa 0.29%
United Arab Emirates 0.14%
Greater Asia 15.07%
Japan 4.90%
1.57%
Australia 1.46%
4.39%
Hong Kong 0.90%
Singapore 0.52%
South Korea 1.07%
Taiwan 1.89%
4.22%
China 2.34%
India 1.47%
Indonesia 0.12%
Malaysia 0.11%
Philippines 0.07%
Thailand 0.11%
Unidentified Region 0.68%

Bond Credit Quality Exposure

AAA 4.75%
AA 60.29%
A 9.78%
BBB 8.61%
BB 0.10%
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 0.04%
Not Available 16.43%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
28.02%
Materials
3.16%
Consumer Discretionary
8.63%
Financials
14.69%
Real Estate
1.54%
Sensitive
39.36%
Communication Services
6.61%
Energy
2.88%
Industrials
9.19%
Information Technology
20.67%
Defensive
13.22%
Consumer Staples
4.14%
Health Care
7.00%
Utilities
2.09%
Not Classified
19.40%
Non Classified Equity
0.15%
Not Classified - Non Equity
19.25%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 68.73%
Corporate 15.54%
Securitized 15.17%
Municipal 0.33%
Other 0.22%
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Bond Maturity Exposure

Short Term
1.27%
Less than 1 Year
1.27%
Intermediate
42.76%
1 to 3 Years
15.27%
3 to 5 Years
11.93%
5 to 10 Years
15.56%
Long Term
55.97%
10 to 20 Years
20.94%
20 to 30 Years
34.00%
Over 30 Years
1.03%
Other
0.00%
As of October 31, 2025
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