Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.06%
Stock 92.81%
Bond 7.13%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 32.49%
Mid 37.62%
Small 29.89%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 45.51%
45.51%
Canada 7.19%
United States 38.32%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.11%
United Kingdom 7.45%
39.66%
Denmark 2.31%
Finland 3.57%
France 4.60%
Germany 3.34%
Ireland 2.93%
Netherlands 4.15%
Norway 5.73%
Sweden 2.11%
Switzerland 10.91%
0.00%
0.00%
Greater Asia 7.38%
Japan 5.44%
0.00%
1.94%
Singapore 1.94%
0.00%
Unidentified Region 0.00%

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
28.78%
Materials
2.77%
Consumer Discretionary
5.46%
Financials
20.56%
Real Estate
0.00%
Sensitive
44.36%
Communication Services
6.23%
Energy
0.00%
Industrials
13.70%
Information Technology
24.43%
Defensive
26.86%
Consumer Staples
6.65%
Health Care
20.21%
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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