Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.23%
Stock 65.50%
Bond 32.94%
Convertible 0.00%
Preferred 0.00%
Other 1.33%
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Market Capitalization

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

% Developed Markets: 99.12%    % Emerging Markets: 0.75%    % Unidentified Markets: 0.13%

Americas 92.64%
92.22%
Canada 0.42%
United States 91.80%
0.42%
Chile 0.02%
Colombia 0.05%
Mexico 0.21%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.71%
United Kingdom 2.33%
3.87%
Finland 0.00%
France 0.56%
Greece 0.01%
Ireland 0.49%
Italy 0.04%
Netherlands 1.61%
Norway 0.07%
Spain 0.03%
Switzerland 0.81%
0.31%
Poland 0.02%
0.20%
Israel 0.18%
Greater Asia 0.53%
Japan 0.12%
0.29%
Australia 0.29%
0.00%
0.11%
Indonesia 0.08%
Philippines 0.03%
Unidentified Region 0.13%

Bond Credit Quality Exposure

AAA 7.67%
AA 43.73%
A 8.31%
BBB 15.50%
BB 2.53%
B 1.15%
Below B 0.23%
    CCC 0.23%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.33%
Not Available 20.55%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
20.54%
Materials
1.96%
Consumer Discretionary
5.73%
Financials
11.19%
Real Estate
1.66%
Sensitive
33.47%
Communication Services
6.46%
Energy
3.02%
Industrials
6.63%
Information Technology
17.36%
Defensive
12.15%
Consumer Staples
3.23%
Health Care
6.71%
Utilities
2.21%
Not Classified
33.84%
Non Classified Equity
0.26%
Not Classified - Non Equity
33.58%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 30.30%
Corporate 27.43%
Securitized 40.32%
Municipal 0.26%
Other 1.69%
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Bond Maturity Exposure

Short Term
0.14%
Less than 1 Year
0.14%
Intermediate
35.66%
1 to 3 Years
5.20%
3 to 5 Years
9.84%
5 to 10 Years
20.62%
Long Term
64.12%
10 to 20 Years
17.47%
20 to 30 Years
39.65%
Over 30 Years
7.00%
Other
0.08%
As of October 31, 2025
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