Asset Allocation

As of July 31, 2025.
Type % Net
Cash 33.08%
Stock 35.06%
Bond 37.23%
Convertible 0.00%
Preferred 0.37%
Other -5.74%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 86.63%    % Emerging Markets: 1.29%    % Unidentified Markets: 12.08%

Americas 73.93%
73.46%
Canada 2.15%
United States 71.31%
0.47%
Chile 0.39%
Colombia -0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.96%
United Kingdom 4.49%
5.53%
Belgium -0.00%
France 0.08%
Germany 2.06%
Ireland 0.60%
Italy 0.02%
Netherlands 2.72%
Norway 0.00%
Spain 0.00%
Sweden -0.00%
Switzerland 0.07%
0.00%
2.94%
Israel 2.94%
United Arab Emirates -0.00%
Greater Asia 1.03%
Japan 0.11%
0.20%
Australia 0.20%
-0.15%
Hong Kong 0.00%
Singapore -0.00%
Taiwan -0.17%
0.87%
India 0.87%
Unidentified Region 12.08%

Bond Credit Quality Exposure

AAA 0.00%
AA 20.92%
A 0.00%
BBB 3.30%
BB 16.17%
B 16.58%
Below B 1.75%
    CCC 1.61%
    CC 0.04%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.09%
Not Rated 0.00%
Not Available 41.28%
Short Term 0.00%
As of July 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
11.45%
Materials
4.08%
Consumer Discretionary
6.26%
Financials
-0.01%
Real Estate
1.12%
Sensitive
12.88%
Communication Services
4.09%
Energy
-0.08%
Industrials
7.22%
Information Technology
1.64%
Defensive
16.58%
Consumer Staples
6.72%
Health Care
10.10%
Utilities
-0.23%
Not Classified
59.09%
Non Classified Equity
0.57%
Not Classified - Non Equity
58.52%
As of July 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 54.57%
Corporate 42.19%
Securitized -0.00%
Municipal -0.00%
Other 3.25%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
48.28%
Less than 1 Year
48.28%
Intermediate
50.75%
1 to 3 Years
17.25%
3 to 5 Years
20.19%
5 to 10 Years
13.31%
Long Term
0.53%
10 to 20 Years
0.06%
20 to 30 Years
0.26%
Over 30 Years
0.21%
Other
0.44%
As of July 31, 2025
View Bond Maturity Exposure
Start Trial