Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.71%
Stock 91.90%
Bond 5.81%
Convertible 0.00%
Preferred 0.55%
Other 1.04%
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Market Capitalization

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

% Developed Markets: 91.69%    % Emerging Markets: 7.04%    % Unidentified Markets: 1.27%

Americas 65.89%
64.02%
Canada 2.38%
United States 61.64%
1.87%
Argentina 0.02%
Brazil 0.65%
Chile 0.04%
Colombia 0.03%
Mexico 0.53%
Peru 0.07%
Venezuela 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.56%
United Kingdom 3.93%
11.54%
Austria 0.06%
Belgium 0.21%
Denmark 0.43%
Finland 0.22%
France 2.12%
Germany 1.66%
Greece 0.18%
Ireland 1.39%
Italy 0.59%
Netherlands 1.72%
Norway 0.14%
Portugal 0.02%
Spain 0.60%
Sweden 0.35%
Switzerland 1.62%
0.20%
Czech Republic 0.01%
Poland 0.09%
Turkey 0.06%
0.90%
Egypt 0.01%
Israel 0.16%
Nigeria 0.02%
Qatar 0.04%
Saudi Arabia 0.27%
South Africa 0.23%
United Arab Emirates 0.09%
Greater Asia 16.28%
Japan 4.42%
0.78%
Australia 0.76%
6.28%
Hong Kong 0.85%
Singapore 0.59%
South Korea 2.22%
Taiwan 2.62%
4.79%
China 2.49%
India 1.84%
Indonesia 0.24%
Kazakhstan 0.00%
Malaysia 0.09%
Philippines 0.04%
Thailand 0.08%
Unidentified Region 1.27%

Bond Credit Quality Exposure

AAA 5.61%
AA 16.11%
A 6.64%
BBB 17.01%
BB 15.91%
B 10.46%
Below B 1.70%
    CCC 1.61%
    CC 0.04%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.04%
Not Rated 0.11%
Not Available 26.46%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
30.95%
Materials
3.55%
Consumer Discretionary
10.51%
Financials
15.66%
Real Estate
1.22%
Sensitive
48.50%
Communication Services
7.99%
Energy
3.22%
Industrials
12.64%
Information Technology
24.64%
Defensive
15.59%
Consumer Staples
3.80%
Health Care
9.07%
Utilities
2.72%
Not Classified
4.95%
Non Classified Equity
0.18%
Not Classified - Non Equity
4.77%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 51.49%
Corporate 39.02%
Securitized 8.00%
Municipal 0.02%
Other 1.48%
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Bond Maturity Exposure

Short Term
13.66%
Less than 1 Year
13.66%
Intermediate
64.03%
1 to 3 Years
23.12%
3 to 5 Years
24.42%
5 to 10 Years
16.49%
Long Term
21.21%
10 to 20 Years
4.03%
20 to 30 Years
16.07%
Over 30 Years
1.11%
Other
1.10%
As of October 31, 2025
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