Asset Allocation

As of July 31, 2025.
Type % Net
Cash 23.10%
Stock 40.11%
Bond 39.96%
Convertible 0.00%
Preferred 3.18%
Other -6.36%
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Market Capitalization

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

% Developed Markets: 106.5%    % Emerging Markets: 0.30%    % Unidentified Markets: -6.80%

Americas 103.2%
102.7%
Canada 0.26%
United States 102.4%
0.53%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.04%
United Kingdom 0.66%
1.16%
Austria 0.01%
Denmark 0.01%
Finland 0.01%
France 0.01%
Germany 0.10%
Ireland 0.84%
Netherlands 0.24%
Norway 0.00%
Sweden 0.01%
Switzerland 0.41%
0.00%
0.22%
Israel 0.31%
South Africa -0.09%
Greater Asia 1.54%
Japan 0.05%
0.04%
Australia 0.04%
1.16%
Hong Kong 0.67%
Singapore 0.45%
South Korea 0.00%
0.30%
China 0.21%
India 0.07%
Philippines 0.01%
Unidentified Region -6.80%

Bond Credit Quality Exposure

AAA 1.15%
AA 0.64%
A 7.99%
BBB 14.33%
BB 4.38%
B 0.14%
Below B 1.95%
    CCC 1.95%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.04%
Not Available 69.38%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
25.44%
Materials
1.50%
Consumer Discretionary
5.55%
Financials
17.14%
Real Estate
1.26%
Sensitive
55.14%
Communication Services
11.34%
Energy
4.32%
Industrials
6.52%
Information Technology
32.96%
Defensive
15.24%
Consumer Staples
6.82%
Health Care
10.77%
Utilities
-2.34%
Not Classified
4.18%
Non Classified Equity
-0.40%
Not Classified - Non Equity
4.58%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 0.39%
Corporate 6.23%
Securitized 1.17%
Municipal 0.18%
Other 92.03%
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Bond Maturity Exposure

Short Term
16.06%
Less than 1 Year
16.06%
Intermediate
83.10%
1 to 3 Years
34.36%
3 to 5 Years
36.50%
5 to 10 Years
12.24%
Long Term
0.82%
10 to 20 Years
0.13%
20 to 30 Years
0.68%
Over 30 Years
0.01%
Other
0.01%
As of July 31, 2025
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