Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.08%
Stock 79.27%
Bond 8.26%
Convertible 0.00%
Preferred 0.00%
Other 7.38%
View Asset Allocation
Start Trial

Market Capitalization

As of October 31, 2025
Large 4.14%
Mid 16.17%
Small 79.69%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 91.69%    % Emerging Markets: 0.00%    % Unidentified Markets: 8.31%

Americas 91.68%
91.68%
Canada 90.09%
United States 1.59%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
France 0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 8.31%

Bond Credit Quality Exposure

AAA 4.39%
AA 4.33%
A 18.40%
BBB 42.05%
BB 12.90%
B 6.08%
Below B 0.12%
    CCC 0.12%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 11.74%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
29.99%
Materials
5.42%
Consumer Discretionary
2.86%
Financials
8.64%
Real Estate
13.08%
Sensitive
42.65%
Communication Services
0.00%
Energy
23.25%
Industrials
17.12%
Information Technology
2.28%
Defensive
17.07%
Consumer Staples
10.34%
Health Care
3.80%
Utilities
2.94%
Not Classified
10.29%
Non Classified Equity
4.72%
Not Classified - Non Equity
5.57%
As of October 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.35%
Corporate 86.54%
Securitized 0.00%
Municipal 4.17%
Other 8.94%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
23.80%
Less than 1 Year
23.80%
Intermediate
63.70%
1 to 3 Years
10.52%
3 to 5 Years
35.04%
5 to 10 Years
18.15%
Long Term
5.43%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
5.43%
Other
7.07%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial