Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.97%
Stock 80.69%
Bond 18.59%
Convertible 0.00%
Preferred 0.22%
Other -0.47%
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Market Capitalization

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

% Developed Markets: 93.76%    % Emerging Markets: 6.39%    % Unidentified Markets: -0.15%

Americas 67.58%
66.50%
Canada 2.88%
United States 63.62%
1.08%
Brazil 0.50%
Chile 0.06%
Colombia 0.02%
Mexico 0.23%
Peru 0.03%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.46%
United Kingdom 3.32%
11.56%
Austria 0.09%
Belgium 0.20%
Denmark 0.41%
Finland 0.24%
France 1.91%
Germany 1.92%
Greece 0.06%
Ireland 0.91%
Italy 0.67%
Netherlands 1.20%
Norway 0.16%
Portugal 0.04%
Spain 0.68%
Sweden 0.72%
Switzerland 2.01%
0.25%
Czech Republic 0.01%
Poland 0.11%
Russia 0.02%
Turkey 0.07%
1.33%
Egypt 0.01%
Israel 0.32%
Qatar 0.07%
Saudi Arabia 0.35%
South Africa 0.33%
United Arab Emirates 0.15%
Greater Asia 16.12%
Japan 5.22%
1.66%
Australia 1.60%
4.65%
Hong Kong 0.93%
Singapore 0.50%
South Korea 1.19%
Taiwan 2.03%
4.58%
China 2.31%
India 1.76%
Indonesia 0.14%
Malaysia 0.16%
Pakistan 0.00%
Philippines 0.07%
Thailand 0.14%
Unidentified Region -0.15%

Bond Credit Quality Exposure

AAA 1.51%
AA 78.47%
A 4.74%
BBB 5.58%
BB 0.07%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 9.62%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
28.59%
Materials
3.67%
Consumer Discretionary
8.74%
Financials
14.24%
Real Estate
1.93%
Sensitive
38.86%
Communication Services
6.28%
Energy
2.88%
Industrials
9.88%
Information Technology
19.82%
Defensive
13.07%
Consumer Staples
3.97%
Health Care
7.01%
Utilities
2.10%
Not Classified
19.48%
Non Classified Equity
0.18%
Not Classified - Non Equity
19.30%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 79.30%
Corporate 10.34%
Securitized 9.92%
Municipal 0.29%
Other 0.15%
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Bond Maturity Exposure

Short Term
1.13%
Less than 1 Year
1.13%
Intermediate
25.20%
1 to 3 Years
9.28%
3 to 5 Years
7.26%
5 to 10 Years
8.66%
Long Term
73.65%
10 to 20 Years
29.08%
20 to 30 Years
44.09%
Over 30 Years
0.49%
Other
0.02%
As of October 31, 2025
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