Asset Allocation

As of July 31, 2026.
Type % Net
Cash 3.75%
Stock 91.04%
Bond 5.24%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of July 31, 2026
Large 9.31%
Mid 8.08%
Small 82.61%
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Region Exposure

% Developed Markets: 94.11%    % Emerging Markets: 2.62%    % Unidentified Markets: 3.27%

Americas 80.87%
77.53%
Canada 15.02%
United States 62.51%
3.34%
Argentina 1.15%
Mexico 1.06%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.95%
United Kingdom 0.47%
14.07%
Belgium 1.16%
France 1.54%
Greece 5.10%
Norway 1.95%
0.00%
0.41%
South Africa 0.41%
Greater Asia 0.91%
Japan 0.91%
0.00%
0.00%
0.00%
Unidentified Region 3.27%

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
47.93%
Materials
24.86%
Consumer Discretionary
0.00%
Financials
21.69%
Real Estate
1.37%
Sensitive
34.30%
Communication Services
2.92%
Energy
15.82%
Industrials
8.31%
Information Technology
7.24%
Defensive
7.65%
Consumer Staples
1.04%
Health Care
5.46%
Utilities
1.16%
Not Classified
1.54%
Non Classified Equity
1.54%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 100.0%
Corporate 0.00%
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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