Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.03%
Stock 89.44%
Bond 8.45%
Convertible 0.00%
Preferred 0.00%
Other 2.14%
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Market Capitalization

As of October 31, 2025
Large 74.77%
Mid 16.58%
Small 8.65%
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.01%    % Unidentified Markets: 0.02%

Americas 99.51%
97.36%
Canada 85.98%
United States 11.38%
2.16%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.43%
United Kingdom 0.05%
0.37%
France 0.07%
Germany 0.02%
Ireland 0.26%
Netherlands 0.01%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.03%
0.01%
Australia 0.01%
0.01%
Singapore 0.01%
0.00%
Unidentified Region 0.02%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
60.20%
Materials
15.95%
Consumer Discretionary
3.80%
Financials
37.72%
Real Estate
2.73%
Sensitive
30.11%
Communication Services
0.63%
Energy
11.77%
Industrials
11.46%
Information Technology
6.25%
Defensive
9.70%
Consumer Staples
4.09%
Health Care
1.25%
Utilities
4.36%
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 33.70%
Corporate 58.03%
Securitized 0.00%
Municipal 0.00%
Other 8.26%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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