Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.51%
Stock 89.43%
Bond 5.38%
Convertible 0.00%
Preferred 0.00%
Other 3.68%
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Market Capitalization

As of October 31, 2025
Large 20.93%
Mid 43.96%
Small 35.11%
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Region Exposure

% Developed Markets: 81.12%    % Emerging Markets: 13.89%    % Unidentified Markets: 4.98%

Americas 79.52%
65.63%
Canada 1.07%
United States 64.56%
13.89%
Brazil 2.17%
Colombia 6.44%
Mexico 5.28%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.73%
United Kingdom 4.62%
5.11%
Ireland 5.11%
0.00%
0.00%
Greater Asia 5.76%
Japan 2.39%
1.37%
Australia 1.30%
2.00%
Hong Kong 2.00%
0.00%
Unidentified Region 4.98%

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
73.17%
Materials
8.70%
Consumer Discretionary
19.85%
Financials
6.71%
Real Estate
37.91%
Sensitive
21.08%
Communication Services
0.00%
Energy
0.00%
Industrials
21.08%
Information Technology
0.00%
Defensive
0.68%
Consumer Staples
0.68%
Health Care
0.00%
Utilities
0.00%
Not Classified
5.07%
Non Classified Equity
1.41%
Not Classified - Non Equity
3.66%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 99.91%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.09%
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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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