Asset Allocation

As of October 31, 2025.
Type % Net
Cash 9.75%
Stock 79.91%
Bond 11.15%
Convertible 0.00%
Preferred 0.01%
Other -0.82%
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Market Capitalization

As of October 31, 2025
Large 72.10%
Mid 17.34%
Small 10.56%
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Region Exposure

% Developed Markets: 82.70%    % Emerging Markets: 11.84%    % Unidentified Markets: 5.46%

Americas 57.08%
55.94%
Canada 0.51%
United States 55.43%
1.14%
Brazil 0.34%
Mexico 0.18%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.90%
United Kingdom 2.74%
9.58%
Belgium 0.10%
Denmark 0.07%
Finland 0.14%
France 1.32%
Germany 3.47%
Greece 0.21%
Ireland 0.99%
Italy 0.43%
Netherlands 0.84%
Norway 0.05%
Portugal 0.10%
Spain 0.43%
Sweden 0.36%
Switzerland 1.05%
0.27%
1.30%
Israel 0.38%
Saudi Arabia 0.13%
South Africa 0.20%
Greater Asia 23.56%
Japan 8.24%
0.26%
Australia 0.25%
5.36%
Hong Kong 1.55%
Singapore 0.64%
South Korea 1.26%
Taiwan 1.76%
9.69%
China 5.26%
India 3.31%
Indonesia 0.23%
Pakistan 0.15%
Thailand 0.28%
Unidentified Region 5.46%

Bond Credit Quality Exposure

AAA 0.00%
AA 9.44%
A 6.92%
BBB 2.06%
BB 25.69%
B 9.15%
Below B 1.28%
    CCC 1.28%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.82%
Not Available 42.64%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
30.84%
Materials
2.09%
Consumer Discretionary
8.85%
Financials
17.11%
Real Estate
2.79%
Sensitive
57.89%
Communication Services
7.93%
Energy
1.10%
Industrials
13.70%
Information Technology
35.16%
Defensive
5.75%
Consumer Staples
1.77%
Health Care
3.14%
Utilities
0.84%
Not Classified
5.52%
Non Classified Equity
0.04%
Not Classified - Non Equity
5.48%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 58.58%
Corporate 41.42%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
48.97%
Less than 1 Year
48.97%
Intermediate
32.44%
1 to 3 Years
20.90%
3 to 5 Years
6.67%
5 to 10 Years
4.87%
Long Term
10.25%
10 to 20 Years
2.29%
20 to 30 Years
6.92%
Over 30 Years
1.04%
Other
8.33%
As of October 31, 2025
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