Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.86%
Stock 47.67%
Bond 45.04%
Convertible 0.00%
Preferred 0.42%
Other 6.02%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 85.42%    % Emerging Markets: 7.28%    % Unidentified Markets: 7.30%

Americas 62.76%
59.77%
Canada 35.25%
United States 24.52%
2.99%
Argentina 0.02%
Brazil 0.78%
Chile 0.22%
Colombia 0.11%
Mexico 0.82%
Peru 0.37%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.40%
United Kingdom 4.62%
11.50%
Austria 0.05%
Belgium 0.34%
Denmark 0.18%
Finland 0.34%
France 2.46%
Germany 1.20%
Greece 0.11%
Ireland 0.64%
Italy 1.22%
Netherlands 1.12%
Norway 0.54%
Portugal 0.11%
Spain 0.72%
Sweden 0.76%
Switzerland 1.08%
0.32%
Czech Republic 0.10%
Poland 0.09%
Turkey 0.13%
0.96%
Egypt 0.00%
Israel 0.22%
Nigeria 0.05%
Qatar 0.04%
Saudi Arabia 0.15%
South Africa 0.11%
United Arab Emirates 0.23%
Greater Asia 12.54%
Japan 3.25%
1.46%
Australia 1.14%
3.85%
Hong Kong 0.82%
Singapore 0.47%
South Korea 0.86%
Taiwan 1.70%
3.98%
China 1.58%
India 1.39%
Indonesia 0.56%
Kazakhstan 0.05%
Malaysia 0.04%
Pakistan 0.01%
Philippines 0.20%
Thailand 0.12%
Unidentified Region 7.30%

Bond Credit Quality Exposure

AAA 10.28%
AA 13.22%
A 13.64%
BBB 25.92%
BB 15.81%
B 6.97%
Below B 0.89%
    CCC 0.75%
    CC 0.06%
    C 0.04%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.34%
Not Available 12.93%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
18.31%
Materials
2.73%
Consumer Discretionary
4.19%
Financials
10.31%
Real Estate
1.08%
Sensitive
21.99%
Communication Services
2.92%
Energy
4.31%
Industrials
7.91%
Information Technology
6.85%
Defensive
8.29%
Consumer Staples
1.92%
Health Care
3.28%
Utilities
3.09%
Not Classified
51.42%
Non Classified Equity
0.08%
Not Classified - Non Equity
51.34%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 16.98%
Corporate 60.21%
Securitized 3.04%
Municipal 10.70%
Other 9.07%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.86%
Less than 1 Year
2.86%
Intermediate
63.52%
1 to 3 Years
8.30%
3 to 5 Years
19.37%
5 to 10 Years
35.85%
Long Term
32.05%
10 to 20 Years
9.00%
20 to 30 Years
13.40%
Over 30 Years
9.65%
Other
1.57%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial