Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.05%
Stock 32.03%
Bond 52.99%
Convertible 0.00%
Preferred 0.05%
Other 13.89%
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Market Capitalization

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

% Developed Markets: 79.74%    % Emerging Markets: 4.08%    % Unidentified Markets: 16.19%

Americas 64.55%
62.92%
Canada 41.96%
United States 20.96%
1.63%
Argentina 0.07%
Brazil 0.16%
Chile 0.07%
Colombia 0.16%
Mexico 0.33%
Peru 0.16%
Venezuela 0.02%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.43%
United Kingdom 2.92%
9.87%
Austria 0.15%
Belgium 0.36%
Denmark 0.15%
Finland 0.08%
France 2.16%
Germany 1.34%
Greece 0.15%
Ireland 0.66%
Italy 0.87%
Netherlands 1.06%
Norway 0.12%
Portugal 0.05%
Spain 0.79%
Sweden 0.18%
Switzerland 1.21%
0.67%
Czech Republic 0.02%
Poland 0.11%
Russia 0.00%
Turkey 0.07%
0.96%
Egypt 0.07%
Israel 0.10%
Nigeria 0.02%
Qatar 0.03%
Saudi Arabia 0.12%
South Africa 0.14%
United Arab Emirates 0.16%
Greater Asia 4.84%
Japan 1.84%
0.45%
Australia 0.39%
1.15%
Hong Kong 0.17%
Singapore 0.04%
South Korea 0.15%
Taiwan 0.76%
1.40%
China 0.48%
India 0.45%
Indonesia 0.09%
Kazakhstan 0.05%
Malaysia 0.01%
Pakistan 0.02%
Philippines 0.12%
Thailand 0.02%
Unidentified Region 16.19%

Bond Credit Quality Exposure

AAA 18.18%
AA 15.34%
A 26.06%
BBB 19.20%
BB 2.93%
B 1.78%
Below B 0.61%
    CCC 0.59%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.44%
Not Available 15.47%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
12.18%
Materials
1.50%
Consumer Discretionary
2.98%
Financials
7.03%
Real Estate
0.66%
Sensitive
14.87%
Communication Services
1.72%
Energy
2.01%
Industrials
4.44%
Information Technology
6.70%
Defensive
4.95%
Consumer Staples
1.75%
Health Care
2.40%
Utilities
0.79%
Not Classified
68.00%
Non Classified Equity
0.19%
Not Classified - Non Equity
67.81%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 34.76%
Corporate 36.45%
Securitized 8.18%
Municipal 15.75%
Other 4.87%
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Bond Maturity Exposure

Short Term
1.53%
Less than 1 Year
1.53%
Intermediate
62.69%
1 to 3 Years
11.49%
3 to 5 Years
19.74%
5 to 10 Years
31.46%
Long Term
35.24%
10 to 20 Years
17.56%
20 to 30 Years
13.93%
Over 30 Years
3.76%
Other
0.54%
As of July 31, 2025
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