Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.56%
Stock 49.55%
Bond 48.07%
Convertible 0.00%
Preferred 0.12%
Other 2.82%
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Market Capitalization

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

% Developed Markets: 92.32%    % Emerging Markets: 5.23%    % Unidentified Markets: 2.45%

Americas 67.12%
66.27%
Canada 2.64%
United States 63.63%
0.85%
Brazil 0.23%
Chile 0.09%
Colombia 0.01%
Mexico 0.34%
Peru 0.05%
Venezuela 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.58%
United Kingdom 3.06%
13.25%
Austria 0.24%
Belgium 0.65%
Denmark 0.33%
Finland 0.26%
France 2.53%
Germany 2.24%
Greece 0.07%
Ireland 0.66%
Italy 1.31%
Netherlands 1.16%
Norway 0.16%
Portugal 0.11%
Spain 1.10%
Sweden 0.59%
Switzerland 1.34%
0.45%
Czech Republic 0.05%
Poland 0.20%
Turkey 0.05%
0.82%
Egypt 0.00%
Israel 0.22%
Qatar 0.04%
Saudi Arabia 0.21%
South Africa 0.19%
United Arab Emirates 0.10%
Greater Asia 12.85%
Japan 4.61%
1.44%
Australia 1.35%
3.27%
Hong Kong 0.52%
Singapore 0.32%
South Korea 1.17%
Taiwan 1.25%
3.53%
China 1.63%
India 1.09%
Indonesia 0.23%
Kazakhstan 0.00%
Malaysia 0.22%
Philippines 0.14%
Thailand 0.21%
Unidentified Region 2.45%

Bond Credit Quality Exposure

AAA 7.21%
AA 53.98%
A 13.29%
BBB 11.01%
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 0.02%
Not Available 14.36%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
16.81%
Materials
2.03%
Consumer Discretionary
5.24%
Financials
8.41%
Real Estate
1.13%
Sensitive
24.66%
Communication Services
3.90%
Energy
1.73%
Industrials
5.93%
Information Technology
13.10%
Defensive
8.13%
Consumer Staples
2.44%
Health Care
4.36%
Utilities
1.33%
Not Classified
50.40%
Non Classified Equity
0.10%
Not Classified - Non Equity
50.29%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 63.77%
Corporate 22.24%
Securitized 12.29%
Municipal 1.37%
Other 0.34%
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Bond Maturity Exposure

Short Term
2.95%
Less than 1 Year
2.95%
Intermediate
66.71%
1 to 3 Years
25.52%
3 to 5 Years
20.45%
5 to 10 Years
20.74%
Long Term
30.27%
10 to 20 Years
10.24%
20 to 30 Years
18.81%
Over 30 Years
1.23%
Other
0.06%
As of October 31, 2025
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