Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.11%
Stock 73.86%
Bond 25.96%
Convertible 0.00%
Preferred 0.12%
Other -0.06%
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Market Capitalization

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

% Developed Markets: 96.54%    % Emerging Markets: 3.09%    % Unidentified Markets: 0.37%

Americas 71.99%
71.73%
Canada 34.68%
United States 37.05%
0.26%
Brazil 0.13%
Chile 0.02%
Colombia 0.00%
Mexico 0.07%
Peru 0.01%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.06%
United Kingdom 3.95%
9.89%
Austria 0.04%
Belgium 0.10%
Denmark 0.39%
Finland 0.10%
France 1.47%
Germany 2.15%
Greece 0.02%
Ireland 0.56%
Italy 1.82%
Netherlands 1.09%
Norway 0.05%
Portugal 0.02%
Spain 0.80%
Sweden 0.40%
Switzerland 0.72%
0.68%
Czech Republic 0.01%
Poland 0.64%
Turkey 0.01%
0.53%
Egypt 0.00%
Israel 0.09%
Qatar 0.02%
Saudi Arabia 0.10%
South Africa 0.25%
United Arab Emirates 0.05%
Greater Asia 12.58%
Japan 8.27%
0.48%
Australia 0.46%
2.01%
Hong Kong 0.34%
Singapore 0.18%
South Korea 0.42%
Taiwan 1.07%
1.82%
China 1.21%
India 0.48%
Indonesia 0.04%
Malaysia 0.04%
Philippines 0.01%
Thailand 0.04%
Unidentified Region 0.37%

Bond Credit Quality Exposure

AAA 21.35%
AA 27.84%
A 19.89%
BBB 0.91%
BB 0.01%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 30.00%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
34.14%
Materials
4.98%
Consumer Discretionary
8.40%
Financials
19.94%
Real Estate
0.81%
Sensitive
42.09%
Communication Services
6.03%
Energy
6.21%
Industrials
9.51%
Information Technology
20.34%
Defensive
11.78%
Consumer Staples
4.41%
Health Care
5.17%
Utilities
2.21%
Not Classified
11.99%
Non Classified Equity
0.22%
Not Classified - Non Equity
11.77%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 58.29%
Corporate 1.86%
Securitized 0.33%
Municipal 39.51%
Other 0.03%
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Bond Maturity Exposure

Short Term
33.69%
Less than 1 Year
33.69%
Intermediate
50.67%
1 to 3 Years
19.84%
3 to 5 Years
9.93%
5 to 10 Years
20.90%
Long Term
15.63%
10 to 20 Years
0.74%
20 to 30 Years
14.78%
Over 30 Years
0.12%
Other
0.00%
As of October 31, 2025
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