Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.56%
Stock 86.62%
Bond 10.29%
Convertible 0.00%
Preferred 1.53%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 30.88%
Mid 34.06%
Small 35.06%
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Region Exposure

% Developed Markets: 95.83%    % Emerging Markets: 0.50%    % Unidentified Markets: 3.67%

Americas 69.27%
68.53%
Canada 1.09%
United States 67.44%
0.75%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.34%
United Kingdom 2.87%
7.47%
Belgium 1.22%
France 2.48%
Germany 1.10%
Netherlands 0.64%
Spain 0.87%
Sweden 1.16%
0.00%
0.00%
Greater Asia 16.72%
Japan 6.75%
5.42%
Australia 5.42%
4.55%
Hong Kong 2.46%
Singapore 2.09%
0.00%
Unidentified Region 3.67%

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
96.44%
Materials
0.00%
Consumer Discretionary
0.25%
Financials
0.00%
Real Estate
96.19%
Sensitive
0.36%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.36%
Defensive
0.79%
Consumer Staples
0.00%
Health Care
0.79%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 9.15%
Corporate 25.44%
Securitized 64.02%
Municipal 0.00%
Other 1.39%
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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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