Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 76.61%
Bond 21.26%
Convertible 0.00%
Preferred 0.00%
Other 2.13%
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Market Capitalization

As of October 31, 2025
Large 41.65%
Mid 39.22%
Small 19.13%
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Region Exposure

% Developed Markets: 94.29%    % Emerging Markets: 3.59%    % Unidentified Markets: 2.13%

Americas 71.67%
69.59%
Canada 8.86%
United States 60.73%
2.07%
Brazil 1.52%
Mexico 0.55%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.33%
United Kingdom 6.44%
9.42%
Denmark 0.33%
Finland 0.25%
France 1.71%
Germany 0.38%
Ireland 0.58%
Italy 0.50%
Netherlands 0.86%
Norway 0.44%
Spain 2.56%
Sweden 0.75%
Switzerland 1.07%
0.00%
0.46%
South Africa 0.46%
Greater Asia 9.88%
Japan 3.47%
2.26%
Australia 2.26%
3.10%
Hong Kong 1.71%
Singapore 1.39%
1.05%
China 1.05%
Unidentified Region 2.13%

Bond Credit Quality Exposure

AAA 0.00%
AA 80.99%
A 0.00%
BBB 0.00%
BB 0.00%
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 0.00%
Not Available 19.01%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
48.44%
Materials
12.46%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
35.98%
Sensitive
29.11%
Communication Services
1.88%
Energy
18.45%
Industrials
8.79%
Information Technology
0.00%
Defensive
19.11%
Consumer Staples
1.96%
Health Care
0.29%
Utilities
16.86%
Not Classified
3.34%
Non Classified Equity
2.56%
Not Classified - Non Equity
0.78%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
60.59%
Less than 1 Year
60.59%
Intermediate
36.41%
1 to 3 Years
7.67%
3 to 5 Years
11.60%
5 to 10 Years
17.14%
Long Term
3.00%
10 to 20 Years
1.80%
20 to 30 Years
1.20%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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