Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.09%
Stock 58.43%
Bond 38.51%
Convertible 0.00%
Preferred 0.05%
Other 1.91%
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Market Capitalization

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

% Developed Markets: 92.54%    % Emerging Markets: 3.87%    % Unidentified Markets: 3.59%

Americas 81.92%
79.15%
Canada 1.02%
United States 78.13%
2.77%
Argentina 0.40%
Brazil 0.85%
Chile 0.02%
Colombia 0.11%
Mexico 0.83%
Peru 0.08%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.80%
United Kingdom 2.47%
6.55%
Austria 0.00%
Belgium 0.04%
Denmark 0.24%
Finland 0.02%
France 1.08%
Germany 0.59%
Greece 0.04%
Ireland 1.32%
Italy 0.24%
Netherlands 1.36%
Norway 0.13%
Portugal 0.03%
Spain 0.36%
Sweden 0.05%
Switzerland 0.68%
0.04%
Turkey 0.01%
0.74%
Egypt 0.33%
Israel 0.31%
South Africa 0.06%
United Arab Emirates 0.04%
Greater Asia 4.68%
Japan 1.35%
0.30%
Australia 0.30%
2.00%
Hong Kong 0.35%
Singapore 0.20%
South Korea 0.59%
Taiwan 0.86%
1.04%
China 0.59%
India 0.32%
Indonesia 0.02%
Kazakhstan 0.00%
Philippines 0.01%
Thailand 0.10%
Unidentified Region 3.59%

Bond Credit Quality Exposure

AAA 2.50%
AA 30.90%
A 6.46%
BBB 19.80%
BB 11.72%
B 7.66%
Below B 1.51%
    CCC 1.51%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.13%
Not Available 19.33%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
18.24%
Materials
2.03%
Consumer Discretionary
7.17%
Financials
8.35%
Real Estate
0.69%
Sensitive
30.85%
Communication Services
5.46%
Energy
1.38%
Industrials
6.41%
Information Technology
17.61%
Defensive
9.67%
Consumer Staples
3.00%
Health Care
5.75%
Utilities
0.92%
Not Classified
41.24%
Non Classified Equity
0.05%
Not Classified - Non Equity
41.19%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 35.21%
Corporate 39.49%
Securitized 22.29%
Municipal 0.47%
Other 2.55%
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Bond Maturity Exposure

Short Term
5.27%
Less than 1 Year
5.27%
Intermediate
55.24%
1 to 3 Years
15.71%
3 to 5 Years
16.14%
5 to 10 Years
23.39%
Long Term
39.01%
10 to 20 Years
8.72%
20 to 30 Years
29.11%
Over 30 Years
1.17%
Other
0.48%
As of October 31, 2025
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