Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.41%
Stock 67.95%
Bond 7.95%
Convertible 0.00%
Preferred 1.66%
Other 19.03%
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Market Capitalization

As of October 31, 2025
Large 22.55%
Mid 20.19%
Small 57.26%
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Region Exposure

% Developed Markets: 77.12%    % Emerging Markets: 4.57%    % Unidentified Markets: 18.32%

Americas 56.12%
51.50%
Canada 8.44%
United States 43.06%
4.62%
Mexico 2.50%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.17%
United Kingdom 2.71%
10.44%
France 2.11%
Greece 1.74%
Ireland 6.60%
0.00%
Russia 0.00%
6.01%
Israel 6.01%
Greater Asia 6.40%
Japan 0.00%
0.11%
4.22%
South Korea 4.22%
2.06%
China 2.06%
Unidentified Region 18.32%

Bond Credit Quality Exposure

AAA 0.00%
AA 52.73%
A 0.00%
BBB 10.54%
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 36.73%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
34.00%
Materials
7.35%
Consumer Discretionary
11.47%
Financials
6.55%
Real Estate
8.62%
Sensitive
30.14%
Communication Services
3.54%
Energy
0.00%
Industrials
16.50%
Information Technology
10.10%
Defensive
12.76%
Consumer Staples
7.15%
Health Care
5.60%
Utilities
0.00%
Not Classified
23.10%
Non Classified Equity
0.00%
Not Classified - Non Equity
23.10%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 82.17%
Corporate 11.79%
Securitized 0.00%
Municipal 0.00%
Other 6.05%
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Bond Maturity Exposure

Short Term
43.73%
Less than 1 Year
43.73%
Intermediate
45.67%
1 to 3 Years
45.67%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
10.59%
10 to 20 Years
0.00%
20 to 30 Years
10.59%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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