Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.43%
Stock 84.76%
Bond 14.57%
Convertible 0.00%
Preferred 0.23%
Other 0.01%
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Market Capitalization

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

% Developed Markets: 93.05%    % Emerging Markets: 6.15%    % Unidentified Markets: 0.80%

Americas 68.45%
67.42%
Canada 0.19%
United States 67.24%
1.03%
Brazil 0.47%
Chile 0.06%
Colombia 0.01%
Mexico 0.25%
Peru 0.04%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.05%
United Kingdom 3.23%
11.46%
Austria 0.05%
Belgium 0.16%
Denmark 0.38%
Finland 0.22%
France 1.96%
Germany 1.95%
Greece 0.06%
Ireland 1.01%
Italy 0.61%
Netherlands 1.22%
Norway 0.12%
Portugal 0.04%
Spain 0.69%
Sweden 0.60%
Switzerland 2.07%
0.19%
Czech Republic 0.01%
Poland 0.10%
Turkey 0.05%
1.17%
Egypt 0.01%
Israel 0.22%
Qatar 0.07%
Saudi Arabia 0.33%
South Africa 0.31%
United Arab Emirates 0.15%
Greater Asia 14.70%
Japan 4.41%
1.40%
Australia 1.35%
4.45%
Hong Kong 0.92%
Singapore 0.42%
South Korea 1.13%
Taiwan 1.97%
4.44%
China 2.45%
India 1.54%
Indonesia 0.13%
Malaysia 0.12%
Philippines 0.09%
Thailand 0.12%
Unidentified Region 0.80%

Bond Credit Quality Exposure

AAA 3.79%
AA 50.44%
A 10.24%
BBB 12.60%
BB 0.13%
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 3.40%
Not Available 19.39%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
29.05%
Materials
2.99%
Consumer Discretionary
9.43%
Financials
14.93%
Real Estate
1.71%
Sensitive
42.26%
Communication Services
7.45%
Energy
2.71%
Industrials
9.64%
Information Technology
22.46%
Defensive
14.30%
Consumer Staples
4.39%
Health Care
7.69%
Utilities
2.22%
Not Classified
14.39%
Non Classified Equity
0.15%
Not Classified - Non Equity
14.25%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 46.92%
Corporate 23.69%
Securitized 25.02%
Municipal 0.77%
Other 3.60%
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Bond Maturity Exposure

Short Term
1.64%
Less than 1 Year
1.64%
Intermediate
52.45%
1 to 3 Years
17.44%
3 to 5 Years
17.46%
5 to 10 Years
17.54%
Long Term
42.41%
10 to 20 Years
11.18%
20 to 30 Years
30.00%
Over 30 Years
1.23%
Other
3.51%
As of October 31, 2025
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