Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.49%
Stock 70.41%
Bond 18.59%
Convertible 0.00%
Preferred 0.00%
Other 10.50%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 85.17%    % Emerging Markets: 4.41%    % Unidentified Markets: 10.41%

Americas 58.88%
58.64%
Canada 17.22%
United States 41.42%
0.25%
Brazil 0.08%
Mexico 0.07%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.09%
United Kingdom 3.92%
20.17%
Denmark 2.00%
France 11.71%
Germany 2.42%
Ireland 1.88%
Netherlands 0.14%
Norway 0.08%
Switzerland 1.93%
0.00%
0.00%
Greater Asia 6.61%
Japan 1.73%
0.05%
Australia 0.05%
0.65%
Hong Kong 0.17%
Singapore 0.13%
South Korea 0.14%
Taiwan 0.21%
4.17%
China 3.85%
India 0.22%
Indonesia 0.03%
Philippines 0.02%
Thailand 0.04%
Unidentified Region 10.41%

Bond Credit Quality Exposure

AAA 21.23%
AA 27.37%
A 22.73%
BBB 7.19%
BB 8.71%
B 5.36%
Below B 0.24%
    CCC 0.14%
    CC 0.11%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 7.17%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
27.32%
Materials
2.27%
Consumer Discretionary
11.20%
Financials
13.77%
Real Estate
0.09%
Sensitive
18.68%
Communication Services
0.34%
Energy
0.27%
Industrials
4.33%
Information Technology
13.74%
Defensive
29.87%
Consumer Staples
13.37%
Health Care
16.46%
Utilities
0.04%
Not Classified
24.14%
Non Classified Equity
0.00%
Not Classified - Non Equity
24.14%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 14.19%
Corporate 49.41%
Securitized 0.00%
Municipal 30.84%
Other 5.57%
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Bond Maturity Exposure

Short Term
5.60%
Less than 1 Year
5.60%
Intermediate
77.01%
1 to 3 Years
6.24%
3 to 5 Years
11.24%
5 to 10 Years
59.53%
Long Term
16.63%
10 to 20 Years
1.63%
20 to 30 Years
11.13%
Over 30 Years
3.87%
Other
0.76%
As of October 31, 2025
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