Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.17%
Stock 48.60%
Bond 46.48%
Convertible 0.00%
Preferred 0.48%
Other 0.27%
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Market Capitalization

As of October 31, 2025
Large 41.02%
Mid 17.12%
Small 41.85%
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Region Exposure

% Developed Markets: 92.55%    % Emerging Markets: 3.15%    % Unidentified Markets: 4.30%

Americas 72.96%
70.31%
Canada 3.12%
United States 67.19%
2.65%
Argentina 0.07%
Brazil 0.78%
Colombia 0.42%
Mexico 0.55%
Peru 0.06%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.68%
United Kingdom 5.69%
8.71%
Austria 0.18%
Belgium 0.18%
Denmark 0.22%
Finland 0.01%
France 1.82%
Germany 1.23%
Greece 0.28%
Ireland 0.72%
Italy 0.39%
Netherlands 0.85%
Norway 0.21%
Portugal 0.07%
Spain 0.41%
Sweden 0.56%
Switzerland 0.73%
0.06%
Poland 0.02%
0.22%
Israel 0.22%
Greater Asia 8.07%
Japan 4.21%
0.30%
Australia 0.30%
2.70%
Hong Kong 0.50%
Singapore 0.40%
South Korea 0.98%
Taiwan 0.81%
0.86%
China 0.63%
India 0.13%
Indonesia 0.03%
Malaysia 0.03%
Philippines 0.04%
Unidentified Region 4.30%

Bond Credit Quality Exposure

AAA 1.20%
AA 55.75%
A 3.56%
BBB 10.01%
BB 13.18%
B 6.41%
Below B 1.65%
    CCC 1.61%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.43%
Not Available 7.81%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
25.00%
Materials
2.90%
Consumer Discretionary
11.97%
Financials
9.28%
Real Estate
0.85%
Sensitive
40.71%
Communication Services
7.82%
Energy
2.74%
Industrials
11.05%
Information Technology
19.09%
Defensive
23.16%
Consumer Staples
11.94%
Health Care
9.59%
Utilities
1.64%
Not Classified
11.12%
Non Classified Equity
2.27%
Not Classified - Non Equity
8.85%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 61.80%
Corporate 31.08%
Securitized 3.72%
Municipal 1.59%
Other 1.81%
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Bond Maturity Exposure

Short Term
4.36%
Less than 1 Year
4.36%
Intermediate
68.60%
1 to 3 Years
4.57%
3 to 5 Years
11.42%
5 to 10 Years
52.62%
Long Term
26.35%
10 to 20 Years
3.25%
20 to 30 Years
21.29%
Over 30 Years
1.81%
Other
0.68%
As of October 31, 2025
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