Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.19%
Stock 83.88%
Bond 8.95%
Convertible 0.00%
Preferred 0.00%
Other 1.99%
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Market Capitalization

As of October 31, 2025
Large 5.28%
Mid 11.47%
Small 83.25%
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Region Exposure

% Developed Markets: 91.26%    % Emerging Markets: 1.58%    % Unidentified Markets: 7.16%

Americas 88.25%
84.73%
Canada 18.45%
United States 66.28%
3.52%
Mexico 0.99%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.59%
United Kingdom 0.00%
3.48%
Greece 2.58%
Norway 0.89%
0.00%
1.12%
Israel 0.53%
South Africa 0.59%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 7.16%

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
41.94%
Materials
16.27%
Consumer Discretionary
0.00%
Financials
25.15%
Real Estate
0.53%
Sensitive
29.02%
Communication Services
0.45%
Energy
21.72%
Industrials
5.40%
Information Technology
1.45%
Defensive
12.74%
Consumer Staples
0.56%
Health Care
11.39%
Utilities
0.79%
Not Classified
16.30%
Non Classified Equity
1.87%
Not Classified - Non Equity
14.42%
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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