Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.00%
Stock 74.31%
Bond 32.37%
Convertible 0.00%
Preferred 0.00%
Other -6.68%
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Market Capitalization

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

% Developed Markets: 103.5%    % Emerging Markets: 3.86%    % Unidentified Markets: -7.37%

Americas 97.46%
97.46%
Canada 0.04%
United States 97.42%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.90%
United Kingdom 5.78%
0.21%
Germany 0.06%
Switzerland 0.15%
0.00%
0.91%
Israel 0.91%
Greater Asia 3.01%
Japan 0.00%
0.00%
0.66%
Hong Kong 0.66%
2.35%
India 2.35%
Unidentified Region -7.37%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
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 100.0%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
12.77%
Materials
2.04%
Consumer Discretionary
6.90%
Financials
3.40%
Real Estate
0.44%
Sensitive
36.69%
Communication Services
12.78%
Energy
0.31%
Industrials
14.06%
Information Technology
9.54%
Defensive
38.95%
Consumer Staples
14.08%
Health Care
19.79%
Utilities
5.08%
Not Classified
11.59%
Non Classified Equity
11.59%
Not Classified - Non Equity
0.00%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
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
100.0%
Less than 1 Year
100.0%
Intermediate
0.00%
1 to 3 Years
0.00%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of July 31, 2025
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