Asset Allocation

As of October 31, 2025.
Type % Net
Cash 23.29%
Stock -6.66%
Bond 63.59%
Convertible 0.29%
Preferred 0.66%
Other 18.83%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 76.76%    % Emerging Markets: 2.63%    % Unidentified Markets: 20.61%

Americas 73.25%
70.22%
Canada 52.17%
United States 18.05%
3.03%
Argentina 0.39%
Brazil 0.00%
Colombia 0.17%
Mexico 1.63%
Peru 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.37%
United Kingdom 0.38%
4.45%
Austria -0.00%
Belgium -0.00%
France -0.01%
Germany 0.21%
Greece -0.00%
Ireland 0.22%
Italy -0.00%
Netherlands 0.59%
Norway 0.50%
Spain -0.00%
Sweden -0.00%
Switzerland 0.06%
0.00%
0.53%
Israel -0.00%
Nigeria 0.00%
United Arab Emirates 0.54%
Greater Asia 0.77%
Japan -0.01%
-0.02%
Australia -0.02%
0.35%
Hong Kong 0.36%
Singapore -0.01%
0.46%
China 0.47%
Kazakhstan 0.00%
Thailand -0.01%
Unidentified Region 20.61%

Bond Credit Quality Exposure

AAA 2.80%
AA 1.22%
A 2.62%
BBB 6.75%
BB 22.50%
B 17.87%
Below B 0.95%
    CCC 0.96%
    CC -0.00%
    C -0.00%
    DDD 0.00%
    DD 0.00%
    D -0.00%
Not Rated 0.08%
Not Available 45.22%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
-5.17%
Materials
-0.36%
Consumer Discretionary
-2.70%
Financials
-1.69%
Real Estate
-0.43%
Sensitive
-9.56%
Communication Services
-1.56%
Energy
-0.46%
Industrials
-1.51%
Information Technology
-6.02%
Defensive
-2.60%
Consumer Staples
-0.63%
Health Care
-1.59%
Utilities
-0.38%
Not Classified
117.3%
Non Classified Equity
-0.03%
Not Classified - Non Equity
117.4%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 16.13%
Corporate 67.86%
Securitized 5.23%
Municipal -0.00%
Other 10.78%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
20.43%
Less than 1 Year
20.43%
Intermediate
65.55%
1 to 3 Years
14.13%
3 to 5 Years
24.65%
5 to 10 Years
26.77%
Long Term
13.27%
10 to 20 Years
7.27%
20 to 30 Years
3.58%
Over 30 Years
2.41%
Other
0.75%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial