Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.57%
Stock 82.31%
Bond 15.43%
Convertible 0.00%
Preferred 0.22%
Other 1.47%
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Market Capitalization

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

% Developed Markets: 94.47%    % Emerging Markets: 4.12%    % Unidentified Markets: 1.42%

Americas 68.83%
67.45%
Canada 2.52%
United States 64.93%
1.38%
Argentina 0.03%
Brazil 0.43%
Chile 0.02%
Colombia 0.03%
Mexico 0.30%
Peru 0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.74%
United Kingdom 5.26%
11.57%
Austria 0.19%
Belgium 0.16%
Denmark 0.20%
Finland 0.18%
France 1.98%
Germany 2.21%
Greece 0.05%
Ireland 0.96%
Italy 0.50%
Netherlands 1.58%
Norway 0.63%
Portugal 0.02%
Spain 0.44%
Sweden 0.64%
Switzerland 1.46%
0.21%
Czech Republic 0.00%
Poland 0.06%
Turkey 0.03%
0.70%
Israel 0.40%
Saudi Arabia 0.05%
South Africa 0.14%
United Arab Emirates 0.07%
Greater Asia 12.01%
Japan 3.87%
1.61%
Australia 0.96%
3.90%
Hong Kong 0.68%
Singapore 0.48%
South Korea 1.12%
Taiwan 1.61%
2.63%
China 1.68%
India 0.73%
Indonesia 0.14%
Malaysia 0.01%
Philippines 0.00%
Thailand 0.04%
Unidentified Region 1.42%

Bond Credit Quality Exposure

AAA 16.25%
AA 32.39%
A 6.56%
BBB 12.89%
BB 4.73%
B 3.56%
Below B 0.63%
    CCC 0.61%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.09%
Not Available 21.89%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
27.60%
Materials
2.77%
Consumer Discretionary
9.04%
Financials
13.81%
Real Estate
1.98%
Sensitive
41.14%
Communication Services
7.83%
Energy
3.18%
Industrials
8.43%
Information Technology
21.70%
Defensive
14.92%
Consumer Staples
4.46%
Health Care
7.78%
Utilities
2.69%
Not Classified
16.34%
Non Classified Equity
0.31%
Not Classified - Non Equity
16.03%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 47.83%
Corporate 27.44%
Securitized 19.39%
Municipal 2.97%
Other 2.37%
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Bond Maturity Exposure

Short Term
10.64%
Less than 1 Year
10.64%
Intermediate
48.65%
1 to 3 Years
10.71%
3 to 5 Years
15.60%
5 to 10 Years
22.34%
Long Term
40.13%
10 to 20 Years
11.67%
20 to 30 Years
22.99%
Over 30 Years
5.46%
Other
0.59%
As of October 31, 2025
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