Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.20%
Stock 37.92%
Bond 53.43%
Convertible 0.00%
Preferred 0.09%
Other 3.36%
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Market Capitalization

As of October 31, 2025
Large 74.39%
Mid 14.66%
Small 10.95%
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Region Exposure

% Developed Markets: 86.22%    % Emerging Markets: 4.85%    % Unidentified Markets: 8.93%

Americas 73.28%
71.06%
Canada 1.17%
United States 69.88%
2.22%
Brazil 0.34%
Chile 0.02%
Colombia 0.08%
Mexico 0.53%
Peru 0.06%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.23%
United Kingdom 2.71%
6.58%
Austria 0.00%
Belgium 0.21%
Denmark 0.24%
Finland 0.07%
France 1.11%
Germany 1.04%
Greece 0.05%
Ireland 0.97%
Italy 0.47%
Netherlands 0.61%
Norway 0.01%
Portugal 0.08%
Spain 0.58%
Sweden 0.25%
Switzerland 0.73%
0.33%
Czech Republic 0.06%
Poland 0.10%
Turkey 0.06%
0.62%
Egypt 0.02%
Israel 0.01%
Saudi Arabia 0.15%
South Africa 0.33%
United Arab Emirates 0.08%
Greater Asia 7.56%
Japan 1.81%
0.24%
Australia 0.24%
2.87%
Hong Kong 0.36%
Singapore 0.19%
South Korea 0.81%
Taiwan 1.51%
2.64%
China 1.29%
India 0.90%
Indonesia 0.23%
Malaysia 0.10%
Philippines 0.01%
Thailand 0.09%
Unidentified Region 8.93%

Bond Credit Quality Exposure

AAA 11.66%
AA 48.68%
A 8.40%
BBB 15.47%
BB 1.16%
B 0.08%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.10%
Not Available 14.45%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
23.73%
Materials
2.73%
Consumer Discretionary
7.48%
Financials
11.96%
Real Estate
1.56%
Sensitive
35.71%
Communication Services
6.10%
Energy
2.00%
Industrials
8.67%
Information Technology
18.94%
Defensive
9.98%
Consumer Staples
2.98%
Health Care
5.45%
Utilities
1.55%
Not Classified
30.58%
Non Classified Equity
0.33%
Not Classified - Non Equity
30.25%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 55.59%
Corporate 22.03%
Securitized 21.65%
Municipal 0.45%
Other 0.29%
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Bond Maturity Exposure

Short Term
11.21%
Less than 1 Year
11.21%
Intermediate
55.88%
1 to 3 Years
10.12%
3 to 5 Years
15.66%
5 to 10 Years
30.11%
Long Term
32.77%
10 to 20 Years
12.40%
20 to 30 Years
18.42%
Over 30 Years
1.95%
Other
0.13%
As of October 31, 2025
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