Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.60%
Stock 69.45%
Bond 29.47%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
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Market Capitalization

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

% Developed Markets: 92.73%    % Emerging Markets: 6.97%    % Unidentified Markets: 0.30%

Americas 38.12%
34.80%
Canada 31.49%
United States 3.31%
3.32%
Brazil 1.33%
Chile 0.00%
Mexico 0.62%
Peru 0.85%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.40%
United Kingdom 7.63%
28.77%
Belgium 0.00%
France 8.68%
Germany 5.96%
Ireland 1.42%
Netherlands 3.42%
Norway 0.00%
Spain 0.98%
Sweden 1.96%
Switzerland 5.67%
0.00%
0.00%
Greater Asia 25.18%
Japan 7.59%
1.48%
Australia 1.48%
12.25%
Hong Kong 2.29%
Singapore 1.22%
South Korea 0.36%
Taiwan 8.27%
3.86%
China 2.03%
India 1.82%
Unidentified Region 0.30%

Bond Credit Quality Exposure

AAA 34.50%
AA 18.94%
A 16.85%
BBB 22.42%
BB 0.20%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 7.08%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
25.01%
Materials
11.90%
Consumer Discretionary
5.04%
Financials
8.07%
Real Estate
0.00%
Sensitive
32.74%
Communication Services
2.67%
Energy
1.12%
Industrials
12.48%
Information Technology
16.47%
Defensive
12.44%
Consumer Staples
5.38%
Health Care
6.93%
Utilities
0.13%
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 21.30%
Corporate 45.34%
Securitized 2.18%
Municipal 21.96%
Other 9.22%
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Bond Maturity Exposure

Short Term
0.04%
Less than 1 Year
0.04%
Intermediate
65.26%
1 to 3 Years
8.06%
3 to 5 Years
17.43%
5 to 10 Years
39.77%
Long Term
32.75%
10 to 20 Years
13.85%
20 to 30 Years
13.78%
Over 30 Years
5.12%
Other
1.95%
As of July 31, 2026
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