Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 79.85%
Bond 20.04%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of October 31, 2025
Large 79.92%
Mid 16.76%
Small 3.32%
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Region Exposure

% Developed Markets: 99.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.57%

Americas 95.91%
95.91%
Canada 70.84%
United States 25.06%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.53%
United Kingdom 0.00%
3.53%
Ireland 1.64%
Switzerland 1.88%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.57%

Bond Credit Quality Exposure

AAA 25.76%
AA 2.45%
A 21.99%
BBB 31.50%
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 18.31%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
45.30%
Materials
2.40%
Consumer Discretionary
15.42%
Financials
27.47%
Real Estate
0.00%
Sensitive
42.15%
Communication Services
4.23%
Energy
0.00%
Industrials
21.98%
Information Technology
15.95%
Defensive
12.55%
Consumer Staples
12.55%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 23.39%
Corporate 42.60%
Securitized 21.89%
Municipal 5.46%
Other 6.66%
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Bond Maturity Exposure

Short Term
2.35%
Less than 1 Year
2.35%
Intermediate
58.02%
1 to 3 Years
2.14%
3 to 5 Years
25.27%
5 to 10 Years
30.62%
Long Term
38.07%
10 to 20 Years
8.14%
20 to 30 Years
14.67%
Over 30 Years
15.26%
Other
1.56%
As of October 31, 2025
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