Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.00%
Stock 87.50%
Bond 12.16%
Convertible 0.00%
Preferred 0.02%
Other 0.33%
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Market Capitalization

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

% Developed Markets: 98.69%    % Emerging Markets: 0.92%    % Unidentified Markets: 0.39%

Americas 75.29%
74.89%
Canada 0.07%
United States 74.82%
0.40%
Brazil 0.04%
Chile 0.01%
Colombia 0.00%
Mexico 0.02%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.83%
United Kingdom 3.59%
12.90%
Austria 0.07%
Belgium 0.00%
Denmark 0.34%
Finland 0.16%
France 2.20%
Germany 2.28%
Greece 0.01%
Ireland 1.06%
Italy 1.20%
Netherlands 1.41%
Norway 0.36%
Spain 1.10%
Sweden 0.79%
Switzerland 1.94%
0.02%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.01%
0.32%
Egypt 0.00%
Israel 0.21%
Qatar 0.01%
Saudi Arabia 0.04%
South Africa 0.03%
United Arab Emirates 0.02%
Greater Asia 7.50%
Japan 4.87%
1.03%
Australia 1.03%
0.84%
Hong Kong 0.15%
Singapore 0.26%
South Korea 0.09%
Taiwan 0.35%
0.75%
China 0.17%
India 0.44%
Indonesia 0.01%
Malaysia 0.02%
Philippines 0.00%
Thailand 0.11%
Unidentified Region 0.39%

Bond Credit Quality Exposure

AAA 1.58%
AA 25.23%
A 9.98%
BBB 27.24%
BB 0.56%
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 0.64%
Not Available 34.77%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
28.66%
Materials
2.87%
Consumer Discretionary
9.16%
Financials
14.56%
Real Estate
2.07%
Sensitive
43.61%
Communication Services
6.17%
Energy
2.93%
Industrials
12.02%
Information Technology
22.49%
Defensive
15.82%
Consumer Staples
4.33%
Health Care
8.82%
Utilities
2.66%
Not Classified
11.91%
Non Classified Equity
0.42%
Not Classified - Non Equity
11.48%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 43.14%
Corporate 35.13%
Securitized 21.49%
Municipal 0.00%
Other 0.24%
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Bond Maturity Exposure

Short Term
15.89%
Less than 1 Year
15.89%
Intermediate
56.48%
1 to 3 Years
9.28%
3 to 5 Years
24.46%
5 to 10 Years
22.74%
Long Term
27.63%
10 to 20 Years
7.33%
20 to 30 Years
20.22%
Over 30 Years
0.08%
Other
0.00%
As of October 31, 2025
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