Asset Allocation

As of July 31, 2026.
Type % Net
Cash 7.60%
Stock 78.63%
Bond 12.71%
Convertible 0.00%
Preferred 0.00%
Other 1.06%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 58.18%
Mid 29.21%
Small 12.61%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.44%    % Emerging Markets: 1.84%    % Unidentified Markets: 9.72%

Americas 58.63%
57.85%
Canada 15.90%
United States 41.95%
0.79%
Brazil 0.76%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.13%
United Kingdom 7.62%
17.52%
France 3.70%
Germany 4.77%
Greece 0.87%
Ireland 1.49%
Italy 0.68%
Spain 2.57%
Switzerland 3.43%
0.00%
-0.01%
Israel -0.01%
Greater Asia 6.51%
Japan 0.00%
2.69%
Australia 2.69%
2.76%
Hong Kong 2.41%
Singapore -0.01%
South Korea 0.36%
1.06%
China 1.06%
Unidentified Region 9.72%

Bond Credit Quality Exposure

AAA 0.00%
AA 41.53%
A 0.00%
BBB 38.48%
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 20.00%
Short Term 0.00%
As of July 31, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
46.89%
Materials
27.40%
Consumer Discretionary
-0.02%
Financials
0.05%
Real Estate
19.46%
Sensitive
37.05%
Communication Services
0.00%
Energy
23.93%
Industrials
13.10%
Information Technology
0.02%
Defensive
14.42%
Consumer Staples
0.03%
Health Care
0.01%
Utilities
14.38%
Not Classified
0.01%
Non Classified Equity
0.01%
As of July 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 53.26%
Corporate 30.38%
Securitized 0.00%
Municipal 0.00%
Other 16.37%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
11.73%
Less than 1 Year
11.73%
Intermediate
88.27%
1 to 3 Years
28.05%
3 to 5 Years
29.73%
5 to 10 Years
30.49%
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 July 31, 2026
View Bond Maturity Exposure
Start Trial