Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.79%
Stock 53.32%
Bond 44.14%
Convertible 0.00%
Preferred 0.24%
Other 0.50%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 68.10%
Mid 16.19%
Small 15.71%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.39%    % Emerging Markets: 4.27%    % Unidentified Markets: 2.33%

Americas 76.55%
75.03%
Canada 39.44%
United States 35.60%
1.52%
Brazil 0.66%
Chile 0.20%
Colombia 0.01%
Mexico 0.17%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.47%
United Kingdom 3.27%
10.19%
Denmark 0.51%
Finland 0.00%
France 2.05%
Germany 0.52%
Ireland 1.85%
Netherlands 1.62%
Norway 0.48%
Spain 1.26%
Sweden 0.30%
Switzerland 1.32%
0.01%
Poland 0.01%
0.00%
Greater Asia 7.65%
Japan 2.59%
0.26%
Australia 0.26%
2.36%
Hong Kong 1.32%
Singapore 0.25%
South Korea 0.34%
Taiwan 0.46%
2.43%
China 1.67%
Indonesia 0.77%
Unidentified Region 2.33%

Bond Credit Quality Exposure

AAA 21.69%
AA 15.75%
A 21.13%
BBB 25.56%
BB 9.36%
B 1.63%
Below B 0.57%
    CCC 0.51%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.04%
Not Rated 0.21%
Not Available 4.10%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
19.36%
Materials
1.24%
Consumer Discretionary
7.69%
Financials
9.89%
Real Estate
0.54%
Sensitive
24.89%
Communication Services
5.36%
Energy
2.19%
Industrials
7.48%
Information Technology
9.86%
Defensive
9.53%
Consumer Staples
3.79%
Health Care
5.73%
Utilities
0.00%
Not Classified
46.22%
Non Classified Equity
0.28%
Not Classified - Non Equity
45.94%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 22.80%
Corporate 49.80%
Securitized 0.02%
Municipal 20.28%
Other 7.10%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.38%
Less than 1 Year
3.38%
Intermediate
64.03%
1 to 3 Years
8.90%
3 to 5 Years
14.37%
5 to 10 Years
40.76%
Long Term
32.22%
10 to 20 Years
4.39%
20 to 30 Years
10.98%
Over 30 Years
16.85%
Other
0.38%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial