Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.39%
Stock 54.31%
Bond 43.36%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 71.52%
Mid 20.56%
Small 7.93%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.52%    % Emerging Markets: 0.07%    % Unidentified Markets: 1.41%

Americas 85.97%
85.94%
Canada 47.89%
United States 38.04%
0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.61%
United Kingdom 3.46%
7.15%
France 1.25%
Germany 1.21%
Ireland 0.85%
Netherlands 1.77%
Switzerland 1.82%
0.00%
0.00%
Greater Asia 2.01%
Japan 1.87%
0.13%
Australia 0.13%
0.00%
0.00%
Unidentified Region 1.41%

Bond Credit Quality Exposure

AAA 7.40%
AA 6.12%
A 8.64%
BBB 28.40%
BB 24.16%
B 7.82%
Below B 0.90%
    CCC 0.78%
    CC 0.00%
    C 0.12%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.38%
Not Available 16.19%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
19.52%
Materials
3.71%
Consumer Discretionary
5.58%
Financials
10.23%
Real Estate
0.00%
Sensitive
31.49%
Communication Services
2.02%
Energy
5.49%
Industrials
12.02%
Information Technology
11.96%
Defensive
6.93%
Consumer Staples
2.78%
Health Care
4.15%
Utilities
0.00%
Not Classified
42.06%
Non Classified Equity
0.00%
Not Classified - Non Equity
42.06%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 14.15%
Corporate 71.65%
Securitized 0.76%
Municipal 4.86%
Other 8.58%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
7.12%
Less than 1 Year
7.12%
Intermediate
57.29%
1 to 3 Years
6.71%
3 to 5 Years
19.76%
5 to 10 Years
30.82%
Long Term
34.47%
10 to 20 Years
6.14%
20 to 30 Years
11.24%
Over 30 Years
17.10%
Other
1.12%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial