Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.43%
Stock 72.22%
Bond 22.42%
Convertible 0.00%
Preferred 2.23%
Other 2.70%
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Market Capitalization

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

% Developed Markets: 90.74%    % Emerging Markets: 6.81%    % Unidentified Markets: 2.45%

Americas 72.14%
70.41%
Canada 0.81%
United States 69.60%
1.73%
Brazil 0.63%
Chile 0.10%
Colombia 0.00%
Mexico 0.63%
Peru 0.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.16%
United Kingdom 2.77%
8.59%
Austria 0.12%
Belgium 0.09%
Denmark 0.25%
Finland 0.22%
France 1.61%
Germany 1.35%
Greece 0.03%
Ireland 0.43%
Italy 0.54%
Netherlands 0.88%
Norway 0.10%
Portugal 0.05%
Spain 0.81%
Sweden 0.56%
Switzerland 1.47%
0.53%
Czech Republic 0.01%
Poland 0.38%
Turkey 0.05%
1.27%
Israel 0.12%
Qatar 0.04%
Saudi Arabia 0.60%
South Africa 0.42%
United Arab Emirates 0.07%
Greater Asia 12.26%
Japan 4.97%
0.71%
Australia 0.70%
2.81%
Hong Kong 0.24%
Singapore 0.23%
South Korea 0.40%
Taiwan 1.93%
3.76%
China 2.17%
India 0.45%
Indonesia 0.37%
Malaysia 0.26%
Philippines 0.13%
Thailand 0.37%
Unidentified Region 2.45%

Bond Credit Quality Exposure

AAA 5.56%
AA 27.67%
A 7.49%
BBB 22.56%
BB 10.49%
B 4.63%
Below B 1.14%
    CCC 1.14%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.02%
Not Available 20.45%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
28.05%
Materials
3.09%
Consumer Discretionary
7.51%
Financials
15.75%
Real Estate
1.70%
Sensitive
31.44%
Communication Services
3.91%
Energy
4.79%
Industrials
10.40%
Information Technology
12.34%
Defensive
14.95%
Consumer Staples
5.77%
Health Care
6.32%
Utilities
2.87%
Not Classified
25.55%
Non Classified Equity
0.11%
Not Classified - Non Equity
25.44%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 41.91%
Corporate 42.98%
Securitized 13.32%
Municipal 0.15%
Other 1.63%
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Bond Maturity Exposure

Short Term
16.02%
Less than 1 Year
16.02%
Intermediate
50.85%
1 to 3 Years
13.78%
3 to 5 Years
18.82%
5 to 10 Years
18.25%
Long Term
32.96%
10 to 20 Years
11.19%
20 to 30 Years
18.56%
Over 30 Years
3.20%
Other
0.17%
As of October 31, 2025
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