Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.67%
Stock 85.10%
Bond 12.36%
Convertible 0.00%
Preferred 0.11%
Other 0.76%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 73.38%    % Emerging Markets: 3.36%    % Unidentified Markets: 23.26%

Americas 53.98%
53.39%
Canada 21.69%
United States 31.69%
0.59%
Brazil 0.19%
Chile 0.03%
Colombia 0.01%
Mexico 0.11%
Peru 0.01%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.21%
United Kingdom 3.92%
8.45%
Austria 0.41%
Belgium 0.31%
Denmark 0.84%
Finland 0.09%
France 1.56%
Germany 1.14%
Greece 0.03%
Ireland 0.76%
Italy 0.28%
Netherlands 0.77%
Norway 0.09%
Portugal 0.02%
Spain 0.28%
Sweden 0.66%
Switzerland 1.12%
0.14%
Czech Republic 0.01%
Poland 0.05%
Turkey 0.05%
0.70%
Egypt 0.00%
Israel 0.22%
Qatar 0.04%
Saudi Arabia 0.16%
South Africa 0.16%
United Arab Emirates 0.08%
Greater Asia 9.55%
Japan 2.62%
0.70%
Australia 0.67%
3.75%
Hong Kong 0.64%
Singapore 0.37%
South Korea 0.95%
Taiwan 1.66%
2.48%
China 1.38%
India 0.87%
Indonesia 0.06%
Malaysia 0.07%
Philippines 0.03%
Thailand 0.06%
Unidentified Region 23.26%

Bond Credit Quality Exposure

AAA 7.44%
AA 6.21%
A 10.42%
BBB 15.48%
BB 8.46%
B 3.80%
Below B 0.71%
    CCC 0.67%
    CC 0.01%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.39%
Not Available 47.08%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
25.49%
Materials
3.47%
Consumer Discretionary
7.81%
Financials
12.94%
Real Estate
1.27%
Sensitive
29.91%
Communication Services
4.31%
Energy
3.57%
Industrials
9.88%
Information Technology
12.14%
Defensive
12.51%
Consumer Staples
4.88%
Health Care
5.66%
Utilities
1.97%
Not Classified
32.09%
Non Classified Equity
23.27%
Not Classified - Non Equity
8.81%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 47.52%
Corporate 32.13%
Securitized 2.17%
Municipal 6.86%
Other 11.31%
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Bond Maturity Exposure

Short Term
41.54%
Less than 1 Year
41.54%
Intermediate
42.13%
1 to 3 Years
8.76%
3 to 5 Years
13.85%
5 to 10 Years
19.52%
Long Term
16.15%
10 to 20 Years
3.59%
20 to 30 Years
5.39%
Over 30 Years
7.18%
Other
0.18%
As of July 31, 2025
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