Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.12%
Stock 60.63%
Bond 21.68%
Convertible 0.00%
Preferred 4.96%
Other 9.61%
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Market Capitalization

As of October 31, 2025
Large 75.02%
Mid 16.90%
Small 8.08%
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Region Exposure

% Developed Markets: 82.21%    % Emerging Markets: 8.01%    % Unidentified Markets: 9.78%

Americas 56.18%
48.10%
Canada 5.79%
United States 42.31%
8.08%
Brazil 1.97%
Chile 1.45%
Mexico 3.11%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.86%
United Kingdom 9.75%
10.67%
Finland 0.32%
France 0.63%
Germany 1.07%
Ireland 1.00%
Netherlands 0.71%
Norway 1.29%
Sweden 0.62%
Switzerland 4.59%
0.26%
Poland 0.26%
0.18%
Saudi Arabia 0.18%
Greater Asia 13.18%
Japan 2.61%
0.11%
Australia 0.11%
9.68%
Hong Kong 3.39%
Singapore 0.71%
South Korea 4.73%
Taiwan 0.84%
0.78%
Thailand 0.78%
Unidentified Region 9.78%

Bond Credit Quality Exposure

AAA 2.08%
AA 43.22%
A 4.30%
BBB 24.45%
BB 20.35%
B 5.60%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.00%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
33.92%
Materials
7.45%
Consumer Discretionary
5.20%
Financials
15.62%
Real Estate
5.65%
Sensitive
25.20%
Communication Services
2.03%
Energy
5.94%
Industrials
10.27%
Information Technology
6.96%
Defensive
39.28%
Consumer Staples
29.60%
Health Care
9.25%
Utilities
0.43%
Not Classified
1.60%
Non Classified Equity
1.60%
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 46.96%
Corporate 46.66%
Securitized 0.00%
Municipal 0.19%
Other 6.19%
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Bond Maturity Exposure

Short Term
8.54%
Less than 1 Year
8.54%
Intermediate
79.54%
1 to 3 Years
40.01%
3 to 5 Years
24.02%
5 to 10 Years
15.50%
Long Term
7.69%
10 to 20 Years
0.00%
20 to 30 Years
3.98%
Over 30 Years
3.71%
Other
4.24%
As of October 31, 2025
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