Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.88%
Stock 59.06%
Bond 38.17%
Convertible 0.00%
Preferred 0.00%
Other 1.89%
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Market Capitalization

As of July 31, 2026
Large 65.09%
Mid 25.04%
Small 9.87%
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Region Exposure

% Developed Markets: 98.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.07%

Americas 91.23%
90.15%
Canada 74.80%
United States 15.35%
1.08%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.65%
United Kingdom 2.36%
4.29%
France 1.55%
Germany 0.64%
Ireland 1.23%
Switzerland 0.88%
0.00%
0.00%
Greater Asia 1.05%
Japan 0.77%
0.28%
Australia 0.28%
0.00%
0.00%
Unidentified Region 1.07%

Bond Credit Quality Exposure

AAA 20.91%
AA 13.29%
A 28.73%
BBB 31.71%
BB 1.43%
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 1.00%
Not Available 2.91%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
38.96%
Materials
6.91%
Consumer Discretionary
2.40%
Financials
27.98%
Real Estate
1.67%
Sensitive
44.83%
Communication Services
8.90%
Energy
4.98%
Industrials
16.72%
Information Technology
14.23%
Defensive
11.24%
Consumer Staples
3.48%
Health Care
3.07%
Utilities
4.68%
Not Classified
4.97%
Non Classified Equity
4.97%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 13.60%
Corporate 55.56%
Securitized 4.87%
Municipal 17.07%
Other 8.89%
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Bond Maturity Exposure

Short Term
1.74%
Less than 1 Year
1.74%
Intermediate
71.58%
1 to 3 Years
23.22%
3 to 5 Years
18.08%
5 to 10 Years
30.28%
Long Term
26.26%
10 to 20 Years
5.08%
20 to 30 Years
14.27%
Over 30 Years
6.92%
Other
0.42%
As of July 31, 2026
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