Asset Allocation

As of October 31, 2025.
Type % Net
Cash 6.92%
Stock 85.02%
Bond 6.77%
Convertible 0.00%
Preferred 1.08%
Other 0.22%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.94%    % Emerging Markets: 7.13%    % Unidentified Markets: 3.93%

Americas 63.63%
57.58%
Canada 7.50%
United States 50.08%
6.06%
Argentina 0.57%
Brazil 2.04%
Chile 0.54%
Mexico 2.77%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.92%
United Kingdom 5.90%
12.52%
Belgium 0.41%
Denmark 0.47%
Finland 0.54%
France 3.48%
Germany 1.45%
Italy 1.03%
Netherlands 0.29%
Norway 0.26%
Spain 1.98%
Sweden 0.59%
Switzerland 1.69%
0.05%
0.44%
Israel 0.37%
South Africa 0.07%
Greater Asia 13.52%
Japan 4.47%
5.64%
Australia 5.10%
2.44%
Hong Kong 1.21%
Singapore 1.23%
0.97%
China 0.71%
Malaysia 0.08%
Pakistan 0.04%
Philippines 0.14%
Thailand 0.00%
Unidentified Region 3.93%

Bond Credit Quality Exposure

AAA 0.00%
AA 37.18%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 62.82%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
43.11%
Materials
5.55%
Consumer Discretionary
0.16%
Financials
0.05%
Real Estate
37.35%
Sensitive
28.85%
Communication Services
0.58%
Energy
13.38%
Industrials
14.12%
Information Technology
0.78%
Defensive
15.74%
Consumer Staples
1.10%
Health Care
0.20%
Utilities
14.45%
Not Classified
12.29%
Non Classified Equity
1.34%
Not Classified - Non Equity
10.95%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 89.08%
Corporate 1.87%
Securitized 0.00%
Municipal 8.94%
Other 0.11%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
84.73%
Less than 1 Year
84.73%
Intermediate
15.27%
1 to 3 Years
15.17%
3 to 5 Years
0.09%
5 to 10 Years
0.01%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial