Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.37%
Stock 41.65%
Bond 53.26%
Convertible 0.00%
Preferred 0.10%
Other 4.62%
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Market Capitalization

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

% Developed Markets: 90.19%    % Emerging Markets: 4.38%    % Unidentified Markets: 5.43%

Americas 78.74%
77.07%
Canada 0.84%
United States 76.22%
1.67%
Argentina 0.07%
Brazil 0.27%
Chile 0.14%
Colombia 0.08%
Mexico 0.42%
Peru 0.08%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.73%
United Kingdom 1.90%
5.21%
Austria 0.05%
Belgium 0.07%
Denmark 0.15%
Finland 0.09%
France 0.88%
Germany 0.71%
Greece 0.03%
Ireland 0.57%
Italy 0.27%
Netherlands 0.61%
Norway 0.08%
Portugal 0.01%
Spain 0.32%
Sweden 0.27%
Switzerland 0.79%
0.38%
Czech Republic 0.01%
Poland 0.11%
Turkey 0.15%
1.23%
Egypt 0.04%
Israel 0.14%
Nigeria 0.03%
Qatar 0.11%
Saudi Arabia 0.32%
South Africa 0.18%
United Arab Emirates 0.19%
Greater Asia 7.10%
Japan 2.22%
0.76%
Australia 0.73%
2.18%
Hong Kong 0.30%
Singapore 0.24%
South Korea 0.67%
Taiwan 0.96%
1.94%
China 0.56%
India 0.76%
Indonesia 0.23%
Kazakhstan 0.02%
Malaysia 0.10%
Pakistan 0.01%
Philippines 0.17%
Thailand 0.07%
Unidentified Region 5.43%

Bond Credit Quality Exposure

AAA 1.79%
AA 34.47%
A 13.09%
BBB 15.83%
BB 8.40%
B 9.13%
Below B 1.24%
    CCC 1.21%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.01%
Not Available 16.06%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
13.62%
Materials
1.42%
Consumer Discretionary
4.43%
Financials
6.71%
Real Estate
1.07%
Sensitive
21.19%
Communication Services
3.28%
Energy
1.31%
Industrials
4.93%
Information Technology
11.67%
Defensive
6.85%
Consumer Staples
1.91%
Health Care
3.90%
Utilities
1.04%
Not Classified
58.33%
Non Classified Equity
0.06%
Not Classified - Non Equity
58.27%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 33.30%
Corporate 50.82%
Securitized 13.74%
Municipal 0.42%
Other 1.72%
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Bond Maturity Exposure

Short Term
0.32%
Less than 1 Year
0.32%
Intermediate
66.34%
1 to 3 Years
19.20%
3 to 5 Years
20.40%
5 to 10 Years
26.75%
Long Term
33.15%
10 to 20 Years
8.65%
20 to 30 Years
23.31%
Over 30 Years
1.19%
Other
0.19%
As of October 31, 2025
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