Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.21%
Stock 79.61%
Bond 19.90%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
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Market Capitalization

As of July 31, 2026
Large 71.83%
Mid 22.29%
Small 5.89%
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Region Exposure

% Developed Markets: 99.20%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.80%

Americas 99.09%
99.09%
Canada 78.19%
United States 20.90%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.12%
United Kingdom 0.00%
0.12%
France 0.12%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.80%

Bond Credit Quality Exposure

AAA 22.22%
AA 3.75%
A 24.68%
BBB 26.48%
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 22.87%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
42.91%
Materials
2.85%
Consumer Discretionary
10.29%
Financials
29.77%
Real Estate
0.00%
Sensitive
35.34%
Communication Services
4.49%
Energy
0.00%
Industrials
20.00%
Information Technology
10.85%
Defensive
15.88%
Consumer Staples
15.88%
Health Care
0.00%
Utilities
0.00%
Not Classified
5.87%
Non Classified Equity
5.87%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 24.72%
Corporate 38.82%
Securitized 23.91%
Municipal 5.61%
Other 6.93%
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Bond Maturity Exposure

Short Term
7.75%
Less than 1 Year
7.75%
Intermediate
55.84%
1 to 3 Years
6.19%
3 to 5 Years
7.18%
5 to 10 Years
42.47%
Long Term
34.73%
10 to 20 Years
6.07%
20 to 30 Years
20.82%
Over 30 Years
7.85%
Other
1.68%
As of July 31, 2026
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