Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.26%
Stock 64.63%
Bond 33.16%
Convertible 0.00%
Preferred 0.03%
Other 2.44%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 89.73%    % Emerging Markets: 7.36%    % Unidentified Markets: 2.91%

Americas 73.43%
71.00%
Canada 1.11%
United States 69.88%
2.44%
Argentina 0.18%
Brazil 0.59%
Chile 0.14%
Colombia 0.15%
Mexico 0.31%
Peru 0.13%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.76%
United Kingdom 2.59%
8.01%
Austria 0.09%
Belgium 0.21%
Denmark 0.19%
Finland 0.15%
France 1.39%
Germany 1.11%
Greece 0.07%
Ireland 0.80%
Italy 0.47%
Netherlands 0.94%
Norway 0.09%
Portugal 0.03%
Spain 0.61%
Sweden 0.38%
Switzerland 1.03%
1.01%
Czech Republic 0.04%
Poland 0.23%
Turkey 0.35%
1.15%
Egypt 0.09%
Israel 0.03%
Nigeria 0.07%
Saudi Arabia 0.12%
South Africa 0.32%
United Arab Emirates 0.14%
Greater Asia 10.90%
Japan 3.72%
1.02%
Australia 0.98%
2.75%
Hong Kong 0.74%
Singapore 0.31%
South Korea 0.66%
Taiwan 1.03%
3.41%
China 1.82%
India 0.86%
Indonesia 0.31%
Kazakhstan 0.03%
Malaysia 0.15%
Pakistan 0.02%
Philippines 0.12%
Thailand 0.08%
Unidentified Region 2.91%

Bond Credit Quality Exposure

AAA 2.15%
AA 25.70%
A 14.93%
BBB 19.93%
BB 10.13%
B 7.45%
Below B 1.83%
    CCC 1.66%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.17%
Not Rated 0.07%
Not Available 17.80%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
22.47%
Materials
1.57%
Consumer Discretionary
6.74%
Financials
9.51%
Real Estate
4.65%
Sensitive
32.40%
Communication Services
5.47%
Energy
2.61%
Industrials
6.95%
Information Technology
17.37%
Defensive
10.48%
Consumer Staples
2.73%
Health Care
5.27%
Utilities
2.48%
Not Classified
34.66%
Non Classified Equity
0.53%
Not Classified - Non Equity
34.13%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 36.34%
Corporate 45.01%
Securitized 17.28%
Municipal 0.31%
Other 1.05%
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Bond Maturity Exposure

Short Term
3.34%
Less than 1 Year
3.34%
Intermediate
66.90%
1 to 3 Years
13.10%
3 to 5 Years
13.95%
5 to 10 Years
39.85%
Long Term
29.46%
10 to 20 Years
7.09%
20 to 30 Years
21.62%
Over 30 Years
0.76%
Other
0.30%
As of October 31, 2025
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