Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.00%
Stock 40.65%
Bond 36.89%
Convertible 0.00%
Preferred 0.00%
Other 21.45%
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Market Capitalization

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

% Developed Markets: 68.65%    % Emerging Markets: 14.86%    % Unidentified Markets: 16.49%

Americas 40.30%
30.01%
Canada 2.38%
United States 27.63%
10.29%
Brazil 4.83%
Colombia 0.73%
Mexico 4.18%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.29%
United Kingdom 13.80%
14.72%
Denmark 0.00%
France 2.55%
Germany 1.21%
Ireland 0.57%
Italy 0.26%
Netherlands 6.92%
Spain 2.13%
Switzerland 0.37%
1.20%
2.58%
South Africa 2.58%
Greater Asia 10.92%
Japan 1.44%
6.93%
Australia 2.85%
1.93%
Hong Kong 0.53%
Singapore 0.50%
Taiwan 0.89%
0.62%
China 0.62%
Unidentified Region 16.49%

Bond Credit Quality Exposure

AAA 19.85%
AA 17.60%
A 1.62%
BBB 15.73%
BB 36.78%
B 7.43%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.99%
Not Available 0.00%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
17.92%
Materials
1.31%
Consumer Discretionary
2.88%
Financials
10.64%
Real Estate
3.09%
Sensitive
41.43%
Communication Services
3.38%
Energy
16.91%
Industrials
8.51%
Information Technology
12.63%
Defensive
13.81%
Consumer Staples
1.51%
Health Care
6.78%
Utilities
5.52%
Not Classified
0.24%
Non Classified Equity
0.24%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 67.87%
Corporate 31.36%
Securitized 0.00%
Municipal 0.00%
Other 0.77%
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Bond Maturity Exposure

Short Term
4.23%
Less than 1 Year
4.23%
Intermediate
68.77%
1 to 3 Years
8.57%
3 to 5 Years
37.77%
5 to 10 Years
22.44%
Long Term
20.64%
10 to 20 Years
13.86%
20 to 30 Years
6.10%
Over 30 Years
0.68%
Other
6.36%
As of July 31, 2026
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