Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.06%
Stock 61.24%
Bond 38.11%
Convertible 0.00%
Preferred 0.00%
Other 0.59%
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Market Capitalization

As of October 31, 2025
Large 62.44%
Mid 22.54%
Small 15.03%
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Region Exposure

% Developed Markets: 96.77%    % Emerging Markets: 2.70%    % Unidentified Markets: 0.54%

Americas 73.99%
73.46%
Canada 56.10%
United States 17.37%
0.52%
Brazil 0.40%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.59%
United Kingdom 5.89%
10.70%
Belgium 0.39%
Denmark 0.15%
Finland 0.87%
France 1.71%
Germany 0.80%
Ireland 1.10%
Italy 1.81%
Netherlands 1.71%
Norway 0.60%
Sweden 0.82%
Switzerland 0.75%
0.00%
0.00%
Greater Asia 8.89%
Japan 3.15%
0.00%
3.45%
Singapore 0.32%
South Korea 0.70%
Taiwan 2.43%
2.29%
China 1.56%
India 0.64%
Kazakhstan 0.09%
Unidentified Region 0.54%

Bond Credit Quality Exposure

AAA 26.40%
AA 16.05%
A 36.19%
BBB 10.58%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 10.78%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
38.15%
Materials
5.94%
Consumer Discretionary
5.30%
Financials
25.28%
Real Estate
1.63%
Sensitive
48.42%
Communication Services
5.05%
Energy
4.52%
Industrials
22.80%
Information Technology
16.05%
Defensive
13.29%
Consumer Staples
2.65%
Health Care
8.36%
Utilities
2.28%
Not Classified
0.14%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.00%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 26.14%
Corporate 44.44%
Securitized 0.00%
Municipal 26.69%
Other 2.73%
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Bond Maturity Exposure

Short Term
10.54%
Less than 1 Year
10.54%
Intermediate
70.71%
1 to 3 Years
9.87%
3 to 5 Years
24.21%
5 to 10 Years
36.64%
Long Term
18.75%
10 to 20 Years
2.56%
20 to 30 Years
14.67%
Over 30 Years
1.52%
Other
0.00%
As of October 31, 2025
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