Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.09%
Stock 36.97%
Bond 47.17%
Convertible 0.00%
Preferred 0.01%
Other 15.94%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 83.11%    % Emerging Markets: 0.89%    % Unidentified Markets: 16.00%

Americas 75.41%
74.76%
Canada 0.92%
United States 73.84%
0.65%
Brazil 0.00%
Chile 0.01%
Mexico 0.50%
Peru 0.04%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.34%
United Kingdom 1.25%
4.91%
Austria 0.01%
Belgium 0.40%
Denmark 0.07%
Finland 0.04%
France 0.62%
Germany 0.73%
Ireland 0.24%
Italy 0.52%
Netherlands 0.73%
Norway 0.03%
Portugal 0.01%
Spain 0.64%
Sweden 0.13%
Switzerland 0.58%
0.02%
Poland 0.02%
0.16%
Israel 0.16%
Greater Asia 2.25%
Japan 1.12%
0.66%
Australia 0.65%
0.18%
Hong Kong 0.08%
Singapore 0.09%
South Korea 0.00%
0.29%
China 0.00%
India 0.08%
Indonesia 0.09%
Philippines 0.10%
Thailand 0.01%
Unidentified Region 16.00%

Bond Credit Quality Exposure

AAA 3.94%
AA 60.60%
A 7.50%
BBB 12.09%
BB 2.01%
B 1.45%
Below B 0.45%
    CCC 0.43%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.09%
Not Available 11.87%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
15.03%
Materials
0.56%
Consumer Discretionary
2.15%
Financials
3.12%
Real Estate
9.20%
Sensitive
14.10%
Communication Services
1.67%
Energy
1.53%
Industrials
4.94%
Information Technology
5.96%
Defensive
7.99%
Consumer Staples
1.04%
Health Care
1.90%
Utilities
5.05%
Not Classified
62.88%
Non Classified Equity
0.42%
Not Classified - Non Equity
62.46%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 59.52%
Corporate 22.75%
Securitized 16.84%
Municipal 0.60%
Other 0.29%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
4.35%
Less than 1 Year
4.35%
Intermediate
57.75%
1 to 3 Years
16.98%
3 to 5 Years
19.00%
5 to 10 Years
21.78%
Long Term
37.83%
10 to 20 Years
12.15%
20 to 30 Years
24.92%
Over 30 Years
0.76%
Other
0.07%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial