Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.74%
Stock 30.85%
Bond 66.57%
Convertible 0.00%
Preferred 0.08%
Other 3.23%
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Market Capitalization

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

% Developed Markets: 93.01%    % Emerging Markets: 4.20%    % Unidentified Markets: 2.79%

Americas 70.65%
69.88%
Canada 2.38%
United States 67.50%
0.78%
Brazil 0.15%
Chile 0.09%
Colombia 0.00%
Mexico 0.35%
Peru 0.06%
Venezuela 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.43%
United Kingdom 2.69%
12.69%
Austria 0.27%
Belgium 0.75%
Denmark 0.27%
Finland 0.24%
France 2.52%
Germany 2.17%
Greece 0.07%
Ireland 0.48%
Italy 1.41%
Netherlands 1.04%
Norway 0.15%
Portugal 0.12%
Spain 1.13%
Sweden 0.47%
Switzerland 0.96%
0.47%
Czech Republic 0.06%
Poland 0.21%
Turkey 0.03%
0.58%
Egypt 0.00%
Israel 0.18%
Qatar 0.03%
Saudi Arabia 0.13%
South Africa 0.12%
United Arab Emirates 0.06%
Greater Asia 10.12%
Japan 3.87%
1.24%
Australia 1.14%
2.36%
Hong Kong 0.34%
Singapore 0.26%
South Korea 0.97%
Taiwan 0.78%
2.65%
China 1.14%
India 0.68%
Indonesia 0.25%
Kazakhstan 0.00%
Malaysia 0.21%
Philippines 0.17%
Thailand 0.21%
Unidentified Region 2.79%

Bond Credit Quality Exposure

AAA 6.56%
AA 58.12%
A 12.10%
BBB 10.02%
BB 0.11%
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 0.02%
Not Available 13.07%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
10.48%
Materials
1.27%
Consumer Discretionary
3.26%
Financials
5.24%
Real Estate
0.71%
Sensitive
15.33%
Communication Services
2.42%
Energy
1.08%
Industrials
3.69%
Information Technology
8.14%
Defensive
5.06%
Consumer Staples
1.52%
Health Care
2.71%
Utilities
0.83%
Not Classified
69.12%
Non Classified Equity
0.06%
Not Classified - Non Equity
69.06%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 67.07%
Corporate 20.21%
Securitized 11.17%
Municipal 1.24%
Other 0.31%
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Bond Maturity Exposure

Short Term
4.37%
Less than 1 Year
4.37%
Intermediate
68.04%
1 to 3 Years
27.02%
3 to 5 Years
22.15%
5 to 10 Years
18.87%
Long Term
27.54%
10 to 20 Years
9.31%
20 to 30 Years
17.10%
Over 30 Years
1.12%
Other
0.06%
As of October 31, 2025
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