Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.15%
Stock 13.61%
Bond 71.81%
Convertible 0.00%
Preferred 0.00%
Other 9.44%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 90.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 9.51%

Americas 82.57%
82.57%
Canada 7.49%
United States 75.08%
0.00%
Brazil 0.00%
Chile 0.00%
Mexico 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.82%
United Kingdom 2.19%
3.63%
Austria 0.00%
Belgium 0.00%
Denmark 0.00%
Finland 0.21%
France 0.37%
Ireland 1.33%
Italy 0.00%
Netherlands 0.41%
Norway 0.00%
Spain 0.57%
Sweden 0.08%
Switzerland 0.66%
0.00%
0.00%
Saudi Arabia 0.00%
United Arab Emirates 0.00%
Greater Asia 2.09%
Japan 1.12%
0.96%
Australia 0.96%
0.00%
Hong Kong 0.00%
Singapore 0.00%
South Korea 0.00%
Taiwan 0.00%
0.00%
China 0.00%
India 0.00%
Indonesia 0.00%
Kazakhstan 0.00%
Malaysia 0.00%
Thailand 0.00%
Unidentified Region 9.51%

Bond Credit Quality Exposure

AAA 1.03%
AA 23.77%
A 42.58%
BBB 30.09%
BB 0.26%
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 2.27%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
5.42%
Materials
0.46%
Consumer Discretionary
1.20%
Financials
3.56%
Real Estate
0.21%
Sensitive
6.05%
Communication Services
1.67%
Energy
0.12%
Industrials
0.94%
Information Technology
3.33%
Defensive
7.96%
Consumer Staples
3.16%
Health Care
3.25%
Utilities
1.55%
Not Classified
80.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
80.56%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 50.81%
Corporate 47.64%
Securitized 0.71%
Municipal 0.05%
Other 0.79%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.62%
Less than 1 Year
3.62%
Intermediate
87.95%
1 to 3 Years
20.83%
3 to 5 Years
28.82%
5 to 10 Years
38.31%
Long Term
8.43%
10 to 20 Years
3.28%
20 to 30 Years
4.23%
Over 30 Years
0.92%
Other
0.00%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial