Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.75%
Stock 56.83%
Bond 36.90%
Convertible 0.02%
Preferred 0.00%
Other 5.50%
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Market Capitalization

As of October 31, 2025
Large 82.27%
Mid 14.98%
Small 2.76%
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Region Exposure

% Developed Markets: 92.08%    % Emerging Markets: 1.78%    % Unidentified Markets: 6.14%

Americas 63.80%
63.56%
Canada 7.35%
United States 56.21%
0.24%
Mexico 0.08%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.60%
United Kingdom 3.78%
13.81%
Austria 1.05%
France 2.23%
Germany 2.90%
Ireland 1.58%
Italy 1.19%
Netherlands 0.25%
Norway 0.00%
Spain 1.18%
Switzerland 3.04%
0.00%
0.00%
Israel 0.00%
Greater Asia 12.46%
Japan 8.34%
0.19%
Australia 0.19%
2.43%
Singapore 1.23%
South Korea 0.48%
Taiwan 0.64%
1.50%
China 1.50%
Unidentified Region 6.14%

Bond Credit Quality Exposure

AAA 2.95%
AA 6.35%
A 10.23%
BBB 31.32%
BB 26.87%
B 13.33%
Below B 1.42%
    CCC 1.41%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 7.53%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
31.22%
Materials
3.37%
Consumer Discretionary
8.92%
Financials
17.29%
Real Estate
1.64%
Sensitive
43.39%
Communication Services
8.43%
Energy
5.18%
Industrials
16.25%
Information Technology
13.54%
Defensive
21.42%
Consumer Staples
4.05%
Health Care
12.49%
Utilities
4.88%
Not Classified
3.97%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.97%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 9.53%
Corporate 86.23%
Securitized 0.08%
Municipal 0.00%
Other 4.16%
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Bond Maturity Exposure

Short Term
1.13%
Less than 1 Year
1.13%
Intermediate
80.82%
1 to 3 Years
10.49%
3 to 5 Years
19.89%
5 to 10 Years
50.45%
Long Term
17.61%
10 to 20 Years
4.03%
20 to 30 Years
8.02%
Over 30 Years
5.56%
Other
0.45%
As of October 31, 2025
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