Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.84%
Stock 89.43%
Bond 7.69%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of July 31, 2025
Large 82.38%
Mid 17.42%
Small 0.20%
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Region Exposure

% Developed Markets: 97.10%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.90%

Americas 96.54%
96.52%
Canada 0.01%
United States 96.51%
0.02%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.55%
United Kingdom 0.12%
0.43%
Belgium 0.00%
France 0.00%
Ireland 0.33%
Netherlands 0.02%
Sweden 0.00%
Switzerland 0.07%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 0.01%
Japan 0.00%
0.00%
Australia 0.00%
0.01%
Singapore 0.01%
0.00%
Unidentified Region 2.90%

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
24.08%
Materials
3.36%
Consumer Discretionary
8.06%
Financials
12.17%
Real Estate
0.48%
Sensitive
57.87%
Communication Services
12.61%
Energy
5.74%
Industrials
13.39%
Information Technology
26.13%
Defensive
17.95%
Consumer Staples
8.41%
Health Care
5.81%
Utilities
3.73%
Not Classified
0.10%
Non Classified Equity
0.02%
Not Classified - Non Equity
0.08%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 99.99%
Corporate 0.01%
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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