Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 60.24%
Bond 37.47%
Convertible 0.00%
Preferred 0.11%
Other 2.15%
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Market Capitalization

As of October 31, 2025
Large 74.40%
Mid 12.24%
Small 13.36%
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Region Exposure

% Developed Markets: 91.74%    % Emerging Markets: 3.10%    % Unidentified Markets: 5.15%

Americas 80.06%
78.22%
Canada 1.66%
United States 76.56%
1.84%
Brazil 0.16%
Colombia 0.15%
Mexico 0.24%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.46%
United Kingdom 1.82%
6.58%
Austria 0.03%
Belgium 0.06%
Denmark 0.05%
Finland 0.19%
France 0.95%
Germany 0.60%
Ireland 1.85%
Italy 0.35%
Netherlands 0.96%
Norway 0.18%
Portugal 0.03%
Spain 0.29%
Sweden 0.23%
Switzerland 0.72%
0.40%
Poland 0.11%
Turkey 0.07%
0.65%
Israel 0.17%
Qatar 0.05%
Saudi Arabia 0.08%
South Africa 0.08%
United Arab Emirates 0.10%
Greater Asia 5.33%
Japan 1.54%
0.44%
Australia 0.44%
1.72%
Hong Kong 0.32%
Singapore 0.09%
South Korea 0.57%
Taiwan 0.74%
1.63%
China 0.91%
India 0.62%
Indonesia 0.07%
Philippines 0.01%
Thailand 0.02%
Unidentified Region 5.15%

Bond Credit Quality Exposure

AAA 28.50%
AA 10.24%
A 10.48%
BBB 19.52%
BB 5.76%
B 3.50%
Below B 0.60%
    CCC 0.60%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.94%
Not Available 20.46%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
26.57%
Materials
1.59%
Consumer Discretionary
9.99%
Financials
13.65%
Real Estate
1.35%
Sensitive
51.60%
Communication Services
8.79%
Energy
3.26%
Industrials
9.75%
Information Technology
29.80%
Defensive
14.24%
Consumer Staples
2.76%
Health Care
9.61%
Utilities
1.86%
Not Classified
7.59%
Non Classified Equity
0.39%
Not Classified - Non Equity
7.20%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 6.20%
Corporate 35.41%
Securitized 56.54%
Municipal 0.54%
Other 1.30%
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Bond Maturity Exposure

Short Term
2.37%
Less than 1 Year
2.37%
Intermediate
37.74%
1 to 3 Years
10.02%
3 to 5 Years
9.49%
5 to 10 Years
18.24%
Long Term
58.99%
10 to 20 Years
19.52%
20 to 30 Years
30.53%
Over 30 Years
8.94%
Other
0.90%
As of October 31, 2025
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