Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.04%
Stock 93.44%
Bond 6.64%
Convertible 0.00%
Preferred 0.00%
Other -0.12%
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Market Capitalization

As of October 31, 2025
Large 52.69%
Mid 26.80%
Small 20.50%
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Region Exposure

% Developed Markets: 95.38%    % Emerging Markets: 4.74%    % Unidentified Markets: -0.12%

Americas 94.57%
94.57%
Canada 76.08%
United States 18.48%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.55%
United Kingdom 0.81%
0.00%
0.00%
4.74%
South Africa 4.74%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.12%

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
100.0%
Materials
100.0%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
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 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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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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