Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.53%
Stock 58.03%
Bond 38.78%
Convertible 0.00%
Preferred 0.30%
Other 0.36%
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Market Capitalization

As of July 31, 2025
Large 76.73%
Mid 15.01%
Small 8.26%
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Region Exposure

% Developed Markets: 97.01%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.99%

Americas 92.33%
92.33%
Canada 0.03%
United States 92.30%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.93%
United Kingdom 1.51%
2.42%
France 0.02%
Ireland 0.29%
Netherlands 0.71%
Switzerland 0.65%
0.00%
0.00%
Greater Asia 0.74%
Japan 0.00%
0.00%
0.74%
Taiwan 0.74%
0.00%
Unidentified Region 2.99%

Bond Credit Quality Exposure

AAA 0.00%
AA 34.67%
A 4.08%
BBB 34.67%
BB 5.43%
B 1.68%
Below B 0.09%
    CCC 0.09%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.08%
Not Available 19.30%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
33.02%
Materials
4.07%
Consumer Discretionary
5.53%
Financials
20.38%
Real Estate
3.04%
Sensitive
41.15%
Communication Services
0.94%
Energy
4.17%
Industrials
7.61%
Information Technology
28.43%
Defensive
16.60%
Consumer Staples
4.12%
Health Care
8.08%
Utilities
4.40%
Not Classified
9.23%
Non Classified Equity
0.00%
Not Classified - Non Equity
9.23%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 34.55%
Corporate 42.06%
Securitized 16.16%
Municipal 0.00%
Other 7.23%
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Bond Maturity Exposure

Short Term
6.11%
Less than 1 Year
6.11%
Intermediate
45.95%
1 to 3 Years
13.12%
3 to 5 Years
17.98%
5 to 10 Years
14.86%
Long Term
44.80%
10 to 20 Years
17.07%
20 to 30 Years
26.34%
Over 30 Years
1.38%
Other
3.14%
As of July 31, 2025
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