Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.97%
Stock 89.21%
Bond 8.84%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 33.81%
Mid 42.38%
Small 23.81%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.33%    % Emerging Markets: 2.53%    % Unidentified Markets: 0.14%

Americas 68.24%
66.09%
Canada 6.65%
United States 59.44%
2.15%
Brazil 0.79%
Mexico 0.96%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.50%
United Kingdom 6.42%
12.08%
Belgium 0.80%
Finland 0.52%
France 5.37%
Germany 0.30%
Ireland 0.03%
Italy 1.37%
Netherlands 0.81%
Spain 2.08%
Sweden 0.76%
0.00%
0.00%
Greater Asia 13.12%
Japan 5.24%
3.42%
Australia 3.42%
3.70%
Hong Kong 1.84%
Singapore 1.86%
0.76%
Thailand 0.76%
Unidentified Region 0.14%

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
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
45.09%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
45.09%
Sensitive
27.83%
Communication Services
1.84%
Energy
15.68%
Industrials
10.32%
Information Technology
0.00%
Defensive
25.21%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
25.21%
Not Classified
1.86%
Non Classified Equity
1.86%
Not Classified - Non Equity
0.00%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.00%
Corporate 97.67%
Securitized 0.00%
Municipal 0.00%
Other 2.33%
View Bond Sector Exposure
Start Trial

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
View Bond Maturity Exposure
Start Trial