Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.65%
Stock 32.16%
Bond 66.37%
Convertible 0.00%
Preferred 0.02%
Other 0.81%
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Market Capitalization

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

% Developed Markets: 99.13%    % Emerging Markets: 0.27%    % Unidentified Markets: 0.61%

Americas 91.35%
91.04%
Canada 65.83%
United States 25.21%
0.31%
Mexico 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.31%
United Kingdom 1.34%
3.87%
Austria 0.02%
Belgium 0.05%
Denmark 0.15%
Finland 0.11%
France 0.58%
Germany 0.56%
Ireland 0.41%
Italy 0.22%
Netherlands 0.42%
Norway 0.08%
Portugal 0.01%
Spain 0.20%
Sweden 0.24%
Switzerland 0.56%
0.02%
Poland 0.02%
0.09%
Israel 0.09%
Greater Asia 2.73%
Japan 1.77%
0.58%
Australia 0.56%
0.37%
Hong Kong 0.17%
Singapore 0.14%
0.01%
China 0.01%
Thailand 0.01%
Unidentified Region 0.61%

Bond Credit Quality Exposure

AAA 31.56%
AA 13.17%
A 15.68%
BBB 21.03%
BB 7.88%
B 4.22%
Below B 0.03%
    CCC 0.03%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.08%
Not Available 5.35%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
12.81%
Materials
2.32%
Consumer Discretionary
2.73%
Financials
7.10%
Real Estate
0.67%
Sensitive
15.85%
Communication Services
2.23%
Energy
2.46%
Industrials
3.49%
Information Technology
7.66%
Defensive
3.74%
Consumer Staples
1.33%
Health Care
1.68%
Utilities
0.73%
Not Classified
67.60%
Non Classified Equity
0.05%
Not Classified - Non Equity
67.54%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 31.88%
Corporate 44.81%
Securitized 0.00%
Municipal 14.85%
Other 8.47%
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Bond Maturity Exposure

Short Term
2.09%
Less than 1 Year
2.09%
Intermediate
72.94%
1 to 3 Years
17.60%
3 to 5 Years
23.33%
5 to 10 Years
32.01%
Long Term
24.97%
10 to 20 Years
5.57%
20 to 30 Years
13.62%
Over 30 Years
5.78%
Other
0.00%
As of October 31, 2025
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