Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.27%
Stock 80.38%
Bond 16.82%
Convertible 1.11%
Preferred 0.00%
Other 0.43%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 87.96%
Mid 9.35%
Small 2.70%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 60.13%    % Emerging Markets: 39.44%    % Unidentified Markets: 0.43%

Americas 9.92%
5.29%
Canada 3.00%
United States 2.29%
4.63%
Brazil 1.62%
Mexico 1.67%
Peru 0.26%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.50%
United Kingdom 5.58%
2.14%
Greece 1.41%
0.00%
4.78%
Saudi Arabia 2.47%
South Africa 1.78%
United Arab Emirates 0.53%
Greater Asia 77.15%
Japan 0.00%
0.37%
Australia 0.37%
50.72%
Hong Kong 8.51%
Singapore 2.09%
South Korea 17.74%
Taiwan 22.38%
26.06%
China 16.23%
India 7.33%
Indonesia 1.21%
Philippines 0.79%
Unidentified Region 0.43%

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
33.17%
Materials
4.90%
Consumer Discretionary
15.27%
Financials
12.01%
Real Estate
0.99%
Sensitive
62.83%
Communication Services
8.99%
Energy
1.35%
Industrials
13.07%
Information Technology
39.42%
Defensive
3.12%
Consumer Staples
1.61%
Health Care
1.51%
Utilities
0.00%
Not Classified
0.88%
Non Classified Equity
0.88%
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 6.19%
Securitized 0.00%
Municipal 0.00%
Other 93.81%
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