Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.03%
Stock 48.21%
Bond 36.27%
Convertible 0.00%
Preferred 0.00%
Other 13.49%
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Market Capitalization

As of October 31, 2025
Large 58.21%
Mid 23.07%
Small 18.72%
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Region Exposure

% Developed Markets: 82.81%    % Emerging Markets: 3.39%    % Unidentified Markets: 13.80%

Americas 56.30%
52.14%
Canada 1.71%
United States 50.43%
4.16%
Argentina 0.27%
Brazil 0.44%
Mexico 2.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.66%
United Kingdom 4.73%
18.64%
Belgium 0.80%
Denmark 0.42%
Finland 1.00%
France 2.97%
Germany 1.25%
Greece 0.39%
Ireland 2.07%
Italy 2.82%
Netherlands 4.74%
Norway 0.07%
Spain 1.01%
Switzerland 1.04%
0.29%
Turkey 0.23%
0.00%
Greater Asia 6.24%
Japan 1.78%
0.00%
4.14%
Hong Kong 0.10%
Singapore 0.45%
South Korea 3.59%
0.33%
Indonesia 0.16%
Philippines 0.16%
Unidentified Region 13.80%

Bond Credit Quality Exposure

AAA 3.69%
AA 12.23%
A 0.58%
BBB 2.34%
BB 6.67%
B 0.62%
Below B 0.10%
    CCC 0.10%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.27%
Not Available 71.51%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
54.27%
Materials
8.45%
Consumer Discretionary
9.02%
Financials
35.96%
Real Estate
0.85%
Sensitive
21.68%
Communication Services
0.00%
Energy
5.41%
Industrials
5.40%
Information Technology
10.87%
Defensive
20.60%
Consumer Staples
4.67%
Health Care
10.37%
Utilities
5.56%
Not Classified
3.45%
Non Classified Equity
0.43%
Not Classified - Non Equity
3.02%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 15.50%
Corporate 25.67%
Securitized 46.49%
Municipal 0.00%
Other 12.33%
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Bond Maturity Exposure

Short Term
23.94%
Less than 1 Year
23.94%
Intermediate
16.00%
1 to 3 Years
7.44%
3 to 5 Years
3.50%
5 to 10 Years
5.06%
Long Term
57.05%
10 to 20 Years
12.23%
20 to 30 Years
43.19%
Over 30 Years
1.64%
Other
3.00%
As of October 31, 2025
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