Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.60%
Stock 86.19%
Bond 10.99%
Convertible 0.00%
Preferred 0.03%
Other 0.19%
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Market Capitalization

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

% Developed Markets: 95.04%    % Emerging Markets: 2.99%    % Unidentified Markets: 1.97%

Americas 69.22%
68.80%
Canada 1.47%
United States 67.33%
0.42%
Brazil 0.19%
Chile 0.06%
Mexico 0.14%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.07%
United Kingdom 4.90%
13.61%
Denmark 0.43%
Finland 0.38%
France 2.19%
Germany 1.25%
Ireland 2.85%
Italy 1.05%
Netherlands 2.29%
Norway 0.18%
Portugal 0.08%
Spain 0.35%
Sweden 0.54%
Switzerland 1.98%
0.10%
Czech Republic 0.02%
Poland 0.07%
0.46%
Israel 0.07%
Saudi Arabia 0.10%
South Africa 0.15%
United Arab Emirates 0.13%
Greater Asia 9.74%
Japan 3.74%
1.00%
Australia 1.00%
2.77%
Hong Kong 0.49%
Singapore 0.43%
South Korea 0.58%
Taiwan 1.27%
2.24%
China 1.37%
India 0.67%
Indonesia 0.09%
Malaysia 0.03%
Philippines 0.01%
Thailand 0.07%
Unidentified Region 1.97%

Bond Credit Quality Exposure

AAA 4.47%
AA 33.04%
A 12.35%
BBB 16.92%
BB 14.28%
B 7.41%
Below B 2.02%
    CCC 2.02%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.05%
Not Available 9.46%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
27.94%
Materials
2.50%
Consumer Discretionary
11.79%
Financials
12.24%
Real Estate
1.41%
Sensitive
40.86%
Communication Services
5.59%
Energy
0.59%
Industrials
10.70%
Information Technology
23.99%
Defensive
19.09%
Consumer Staples
4.45%
Health Care
11.33%
Utilities
3.31%
Not Classified
12.11%
Non Classified Equity
0.07%
Not Classified - Non Equity
12.04%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 26.19%
Corporate 56.26%
Securitized 15.40%
Municipal 0.00%
Other 2.15%
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Bond Maturity Exposure

Short Term
6.30%
Less than 1 Year
6.30%
Intermediate
68.67%
1 to 3 Years
18.32%
3 to 5 Years
20.14%
5 to 10 Years
30.21%
Long Term
24.77%
10 to 20 Years
2.44%
20 to 30 Years
21.51%
Over 30 Years
0.82%
Other
0.26%
As of October 31, 2025
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