Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.88%
Stock 60.30%
Bond 34.31%
Convertible 0.01%
Preferred 0.18%
Other 0.31%
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Market Capitalization

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

% Developed Markets: 94.91%    % Emerging Markets: 4.61%    % Unidentified Markets: 0.49%

Americas 73.45%
72.15%
Canada 45.82%
United States 26.33%
1.30%
Argentina 0.01%
Brazil 0.65%
Chile 0.04%
Colombia 0.08%
Mexico 0.14%
Peru 0.06%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.42%
United Kingdom 2.94%
10.52%
Austria 0.12%
Belgium 0.09%
Denmark 0.34%
Finland 0.36%
France 2.04%
Germany 1.60%
Greece 0.06%
Ireland 0.97%
Italy 0.51%
Netherlands 1.37%
Norway 0.33%
Portugal 0.01%
Spain 0.59%
Sweden 0.37%
Switzerland 1.53%
0.35%
Czech Republic 0.05%
Poland 0.06%
Russia 0.00%
Turkey 0.06%
0.61%
Egypt 0.01%
Israel 0.17%
Nigeria 0.01%
Qatar 0.02%
Saudi Arabia 0.10%
South Africa 0.08%
United Arab Emirates 0.18%
Greater Asia 11.64%
Japan 3.46%
1.18%
Australia 1.00%
4.18%
Hong Kong 1.02%
Singapore 0.34%
South Korea 1.07%
Taiwan 1.75%
2.81%
China 1.49%
India 0.65%
Indonesia 0.28%
Kazakhstan 0.02%
Malaysia 0.04%
Pakistan 0.00%
Philippines 0.11%
Thailand 0.18%
Unidentified Region 0.49%

Bond Credit Quality Exposure

AAA 30.64%
AA 16.72%
A 22.42%
BBB 17.98%
BB 3.99%
B 1.78%
Below B 0.30%
    CCC 0.30%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.13%
Not Available 6.03%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
23.26%
Materials
4.69%
Consumer Discretionary
6.24%
Financials
10.91%
Real Estate
1.43%
Sensitive
28.71%
Communication Services
2.57%
Energy
2.64%
Industrials
9.60%
Information Technology
13.91%
Defensive
9.47%
Consumer Staples
2.81%
Health Care
5.41%
Utilities
1.25%
Not Classified
38.55%
Non Classified Equity
0.12%
Not Classified - Non Equity
38.43%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 22.80%
Corporate 48.89%
Securitized 2.22%
Municipal 20.79%
Other 5.30%
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Bond Maturity Exposure

Short Term
0.82%
Less than 1 Year
0.82%
Intermediate
71.51%
1 to 3 Years
9.79%
3 to 5 Years
22.45%
5 to 10 Years
39.28%
Long Term
27.33%
10 to 20 Years
9.08%
20 to 30 Years
12.63%
Over 30 Years
5.62%
Other
0.34%
As of October 31, 2025
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