Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.14%
Stock 47.83%
Bond 51.92%
Convertible 0.00%
Preferred 0.04%
Other -0.93%
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Market Capitalization

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

% Developed Markets: 98.15%    % Emerging Markets: 1.12%    % Unidentified Markets: 0.73%

Americas 88.57%
88.30%
Canada 53.50%
United States 34.80%
0.27%
Chile 0.00%
Colombia 0.00%
Mexico 0.09%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.85%
United Kingdom 1.89%
4.90%
Austria 0.10%
Belgium 0.02%
Denmark 0.06%
Finland 0.03%
France 0.89%
Germany 0.88%
Ireland 0.84%
Italy 0.33%
Netherlands 0.39%
Norway 0.06%
Portugal 0.03%
Spain 0.34%
Sweden 0.16%
Switzerland 0.55%
0.00%
0.06%
Israel 0.02%
South Africa 0.04%
United Arab Emirates 0.00%
Greater Asia 3.84%
Japan 1.58%
0.52%
Australia 0.52%
1.00%
Hong Kong 0.10%
Singapore 0.22%
South Korea 0.50%
Taiwan 0.17%
0.74%
China 0.62%
Indonesia 0.02%
Thailand 0.10%
Unidentified Region 0.73%

Bond Credit Quality Exposure

AAA 28.34%
AA 10.48%
A 13.75%
BBB 18.56%
BB 10.15%
B 5.15%
Below B 0.55%
    CCC 0.54%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.20%
Not Available 12.82%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
20.35%
Materials
2.18%
Consumer Discretionary
4.35%
Financials
13.36%
Real Estate
0.45%
Sensitive
22.49%
Communication Services
2.99%
Energy
3.51%
Industrials
6.17%
Information Technology
9.83%
Defensive
7.61%
Consumer Staples
2.35%
Health Care
3.81%
Utilities
1.46%
Not Classified
49.55%
Non Classified Equity
0.21%
Not Classified - Non Equity
49.34%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 31.36%
Corporate 46.50%
Securitized 0.35%
Municipal 10.97%
Other 10.82%
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Bond Maturity Exposure

Short Term
0.73%
Less than 1 Year
0.73%
Intermediate
71.83%
1 to 3 Years
5.78%
3 to 5 Years
15.49%
5 to 10 Years
50.56%
Long Term
27.22%
10 to 20 Years
6.24%
20 to 30 Years
11.44%
Over 30 Years
9.54%
Other
0.22%
As of October 31, 2025
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