Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.36%
Stock 88.56%
Bond 10.20%
Convertible 0.00%
Preferred 0.05%
Other -0.16%
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Market Capitalization

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

% Developed Markets: 96.28%    % Emerging Markets: 3.86%    % Unidentified Markets: -0.13%

Americas 76.52%
76.38%
Canada 36.93%
United States 39.45%
0.14%
Brazil 0.01%
Chile 0.00%
Mexico 0.01%
Peru 0.00%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.14%
United Kingdom 3.65%
7.03%
Austria 0.01%
Belgium 0.03%
Denmark 0.19%
Finland 0.02%
France 0.81%
Germany 1.56%
Greece 0.00%
Ireland 0.58%
Italy 1.63%
Netherlands 0.88%
Norway 0.01%
Portugal 0.01%
Spain 0.77%
Sweden 0.14%
Switzerland 0.24%
0.78%
Czech Republic 0.00%
Poland 0.78%
0.68%
Israel 0.02%
Saudi Arabia 0.00%
South Africa 0.66%
United Arab Emirates 0.00%
Greater Asia 11.47%
Japan 6.00%
0.11%
Australia 0.11%
2.99%
Hong Kong 0.41%
Singapore 0.15%
South Korea 0.01%
Taiwan 2.42%
2.37%
China 1.93%
India 0.42%
Indonesia 0.01%
Malaysia 0.00%
Philippines 0.01%
Thailand 0.00%
Unidentified Region -0.13%

Bond Credit Quality Exposure

AAA 27.46%
AA 24.06%
A 20.81%
BBB 7.73%
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 0.14%
Not Available 19.79%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
36.17%
Materials
6.24%
Consumer Discretionary
8.23%
Financials
20.66%
Real Estate
1.04%
Sensitive
43.29%
Communication Services
5.94%
Energy
7.11%
Industrials
9.68%
Information Technology
20.56%
Defensive
10.08%
Consumer Staples
3.91%
Health Care
4.19%
Utilities
1.98%
Not Classified
10.45%
Non Classified Equity
0.15%
Not Classified - Non Equity
10.30%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 51.27%
Corporate 20.66%
Securitized 1.36%
Municipal 23.29%
Other 3.42%
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Bond Maturity Exposure

Short Term
17.97%
Less than 1 Year
17.97%
Intermediate
46.08%
1 to 3 Years
13.46%
3 to 5 Years
12.02%
5 to 10 Years
20.59%
Long Term
35.95%
10 to 20 Years
11.05%
20 to 30 Years
19.38%
Over 30 Years
5.52%
Other
0.01%
As of October 31, 2025
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