Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.21%
Stock 84.94%
Bond 14.84%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of October 31, 2025
Large 46.00%
Mid 20.34%
Small 33.66%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.05%

Americas 88.42%
88.42%
Canada 57.94%
United States 30.47%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.71%
United Kingdom 7.16%
1.54%
Switzerland 1.54%
0.00%
0.00%
Greater Asia 2.93%
Japan 2.93%
0.00%
0.00%
0.00%
Unidentified Region -0.05%

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
19.02%
Materials
4.30%
Consumer Discretionary
9.68%
Financials
5.03%
Real Estate
0.00%
Sensitive
76.21%
Communication Services
30.23%
Energy
7.77%
Industrials
31.96%
Information Technology
6.25%
Defensive
4.76%
Consumer Staples
4.76%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.02%
Non Classified Equity
0.02%
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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