Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.42%
Stock 46.94%
Bond 51.49%
Convertible 0.00%
Preferred 0.04%
Other 1.11%
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Market Capitalization

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

% Developed Markets: 98.85%    % Emerging Markets: 0.28%    % Unidentified Markets: 0.87%

Americas 86.22%
85.86%
Canada 55.40%
United States 30.45%
0.36%
Mexico 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.88%
United Kingdom 1.85%
5.84%
Austria 0.06%
Belgium 0.09%
Denmark 0.20%
Finland 0.15%
France 0.90%
Germany 0.94%
Ireland 0.54%
Italy 0.31%
Netherlands 0.65%
Norway 0.13%
Portugal 0.01%
Spain 0.37%
Sweden 0.38%
Switzerland 0.83%
0.04%
Poland 0.04%
0.15%
Israel 0.15%
Greater Asia 5.04%
Japan 3.35%
0.84%
Australia 0.80%
0.83%
Hong Kong 0.38%
Singapore 0.40%
0.02%
China 0.01%
Thailand 0.01%
Unidentified Region 0.87%

Bond Credit Quality Exposure

AAA 34.00%
AA 14.35%
A 15.08%
BBB 17.28%
BB 9.09%
B 5.18%
Below B 0.04%
    CCC 0.04%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.82%
Not Available 4.15%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
18.58%
Materials
3.25%
Consumer Discretionary
4.58%
Financials
9.93%
Real Estate
0.82%
Sensitive
23.00%
Communication Services
3.39%
Energy
3.54%
Industrials
5.63%
Information Technology
10.45%
Defensive
5.83%
Consumer Staples
2.48%
Health Care
2.34%
Utilities
1.01%
Not Classified
52.59%
Non Classified Equity
0.08%
Not Classified - Non Equity
52.51%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 35.40%
Corporate 42.79%
Securitized 0.00%
Municipal 15.02%
Other 6.79%
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Bond Maturity Exposure

Short Term
1.50%
Less than 1 Year
1.50%
Intermediate
70.30%
1 to 3 Years
15.77%
3 to 5 Years
21.73%
5 to 10 Years
32.79%
Long Term
28.20%
10 to 20 Years
5.81%
20 to 30 Years
15.63%
Over 30 Years
6.77%
Other
0.00%
As of October 31, 2025
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