Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.55%
Stock 63.61%
Bond 30.16%
Convertible 0.00%
Preferred 0.43%
Other 5.26%
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Market Capitalization

As of October 31, 2025
Large 84.62%
Mid 10.97%
Small 4.41%
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Region Exposure

% Developed Markets: 86.32%    % Emerging Markets: 7.08%    % Unidentified Markets: 6.60%

Americas 59.14%
57.22%
Canada 4.90%
United States 52.33%
1.92%
Brazil 1.75%
Chile 0.02%
Colombia 0.03%
Mexico 0.04%
Peru 0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.30%
United Kingdom 5.83%
13.03%
Belgium 0.17%
Denmark 0.63%
Finland 0.14%
France 1.25%
Germany 4.29%
Ireland 1.13%
Italy 1.49%
Netherlands 1.40%
Norway 0.29%
Portugal 0.26%
Spain 0.87%
Sweden 0.26%
Switzerland 0.28%
0.66%
Czech Republic 0.03%
Poland 0.19%
Turkey 0.22%
0.77%
Israel 0.73%
South Africa 0.04%
Greater Asia 13.95%
Japan 4.29%
2.27%
Australia 2.27%
2.91%
Hong Kong 0.24%
Singapore 0.01%
South Korea 1.48%
Taiwan 1.19%
4.48%
China 2.79%
India 0.86%
Indonesia 0.15%
Malaysia 0.06%
Philippines 0.58%
Thailand 0.05%
Unidentified Region 6.60%

Bond Credit Quality Exposure

AAA 21.88%
AA 25.24%
A 11.17%
BBB 10.20%
BB 5.41%
B 2.29%
Below B 1.69%
    CCC 1.69%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 22.12%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
26.73%
Materials
3.02%
Consumer Discretionary
9.91%
Financials
12.42%
Real Estate
1.37%
Sensitive
46.47%
Communication Services
8.92%
Energy
2.87%
Industrials
7.26%
Information Technology
27.42%
Defensive
15.76%
Consumer Staples
5.05%
Health Care
9.79%
Utilities
0.93%
Not Classified
11.04%
Non Classified Equity
0.19%
Not Classified - Non Equity
10.85%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 60.59%
Corporate 25.78%
Securitized 10.20%
Municipal 0.00%
Other 3.43%
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Bond Maturity Exposure

Short Term
5.26%
Less than 1 Year
5.26%
Intermediate
72.15%
1 to 3 Years
18.64%
3 to 5 Years
20.24%
5 to 10 Years
33.27%
Long Term
22.58%
10 to 20 Years
8.09%
20 to 30 Years
14.48%
Over 30 Years
0.00%
Other
0.02%
As of October 31, 2025
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