Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.20%
Stock 39.70%
Bond 45.91%
Convertible 0.00%
Preferred 0.00%
Other 11.19%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 52.37%
Mid 32.60%
Small 15.03%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 85.01%    % Emerging Markets: 0.28%    % Unidentified Markets: 14.71%

Americas 73.89%
73.79%
Canada 36.74%
United States 37.05%
0.10%
Mexico 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.75%
United Kingdom 4.99%
3.76%
Belgium 0.14%
France 1.28%
Germany 1.00%
Italy 0.64%
Netherlands 0.04%
Spain 0.42%
Sweden 0.23%
0.00%
0.00%
Greater Asia 2.65%
Japan 1.02%
0.97%
Australia 0.97%
0.39%
Hong Kong 0.10%
Singapore 0.29%
0.27%
India 0.27%
Unidentified Region 14.71%

Bond Credit Quality Exposure

AAA 34.56%
AA 19.93%
A 7.79%
BBB 7.14%
BB 4.21%
B 8.99%
Below B 1.09%
    CCC 1.09%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.57%
Not Available 15.72%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
40.37%
Materials
24.38%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
16.00%
Sensitive
25.87%
Communication Services
0.00%
Energy
25.78%
Industrials
0.00%
Information Technology
0.08%
Defensive
0.14%
Consumer Staples
0.00%
Health Care
0.14%
Utilities
0.00%
Not Classified
33.62%
Non Classified Equity
1.49%
Not Classified - Non Equity
32.13%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 54.05%
Corporate 31.90%
Securitized 0.85%
Municipal 8.40%
Other 4.81%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
5.34%
Less than 1 Year
5.34%
Intermediate
70.50%
1 to 3 Years
23.54%
3 to 5 Years
16.40%
5 to 10 Years
30.56%
Long Term
23.85%
10 to 20 Years
12.71%
20 to 30 Years
9.89%
Over 30 Years
1.26%
Other
0.30%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial