Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.92%
Stock 84.37%
Bond 11.47%
Convertible 0.00%
Preferred 0.19%
Other 3.05%
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Market Capitalization

As of October 31, 2025
Large 79.16%
Mid 13.22%
Small 7.62%
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Region Exposure

% Developed Markets: 88.09%    % Emerging Markets: 7.69%    % Unidentified Markets: 4.22%

Americas 60.33%
58.54%
Canada 2.18%
United States 56.37%
1.78%
Brazil 0.61%
Chile 0.01%
Colombia 0.05%
Mexico 0.39%
Peru 0.09%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.62%
United Kingdom 4.72%
13.34%
Austria 0.00%
Belgium 0.49%
Denmark 0.53%
Finland 0.12%
France 2.27%
Germany 2.49%
Greece 0.11%
Ireland 1.48%
Italy 1.02%
Netherlands 1.09%
Norway 0.02%
Portugal 0.20%
Spain 1.38%
Sweden 0.53%
Switzerland 1.37%
0.39%
Czech Republic 0.05%
Poland 0.11%
Turkey 0.08%
1.17%
Egypt 0.02%
Israel 0.01%
Saudi Arabia 0.33%
South Africa 0.59%
United Arab Emirates 0.16%
Greater Asia 15.83%
Japan 4.18%
0.45%
Australia 0.45%
6.12%
Hong Kong 0.69%
Singapore 0.44%
South Korea 1.73%
Taiwan 3.27%
5.09%
China 2.70%
India 1.78%
Indonesia 0.36%
Malaysia 0.09%
Philippines 0.02%
Thailand 0.13%
Unidentified Region 4.22%

Bond Credit Quality Exposure

AAA 8.13%
AA 52.32%
A 5.78%
BBB 13.78%
BB 2.63%
B 0.08%
Below B 0.01%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.12%
Not Available 17.16%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
32.19%
Materials
3.77%
Consumer Discretionary
10.09%
Financials
16.51%
Real Estate
1.80%
Sensitive
48.48%
Communication Services
8.22%
Energy
2.73%
Industrials
12.09%
Information Technology
25.44%
Defensive
13.71%
Consumer Staples
4.12%
Health Care
7.46%
Utilities
2.14%
Not Classified
5.61%
Non Classified Equity
0.45%
Not Classified - Non Equity
5.16%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 66.87%
Corporate 15.70%
Securitized 15.97%
Municipal 1.13%
Other 0.32%
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Bond Maturity Exposure

Short Term
10.34%
Less than 1 Year
10.34%
Intermediate
60.53%
1 to 3 Years
9.01%
3 to 5 Years
18.12%
5 to 10 Years
33.40%
Long Term
28.91%
10 to 20 Years
11.39%
20 to 30 Years
15.87%
Over 30 Years
1.65%
Other
0.22%
As of October 31, 2025
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