Asset Allocation

As of July 31, 2025.
Type % Net
Cash 10.83%
Stock 51.76%
Bond 26.51%
Convertible 0.00%
Preferred 0.01%
Other 10.89%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.53%    % Emerging Markets: 0.70%    % Unidentified Markets: 10.77%

Americas 75.38%
74.47%
Canada 55.40%
United States 19.07%
0.92%
Mexico 0.65%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.02%
United Kingdom 2.69%
6.33%
France 1.33%
Germany 0.27%
Ireland 0.15%
Italy 1.71%
Netherlands 0.63%
Spain 1.82%
Switzerland 0.42%
0.00%
0.00%
Greater Asia 4.82%
Japan 0.41%
4.32%
Australia 4.32%
0.09%
Taiwan 0.09%
0.00%
Unidentified Region 10.77%

Bond Credit Quality Exposure

AAA 53.68%
AA -0.34%
A 21.80%
BBB 19.51%
BB 2.52%
B 0.52%
Below B 0.55%
    CCC 0.55%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.08%
Not Available 1.68%
Short Term 0.00%
As of July 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
43.81%
Materials
18.03%
Consumer Discretionary
0.70%
Financials
0.08%
Real Estate
25.00%
Sensitive
25.59%
Communication Services
0.53%
Energy
15.06%
Industrials
9.50%
Information Technology
0.49%
Defensive
18.58%
Consumer Staples
0.13%
Health Care
2.70%
Utilities
15.75%
Not Classified
12.03%
Non Classified Equity
1.05%
Not Classified - Non Equity
10.98%
As of July 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 56.82%
Corporate 42.89%
Securitized 0.00%
Municipal 0.00%
Other 0.28%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.76%
Less than 1 Year
0.76%
Intermediate
79.11%
1 to 3 Years
44.65%
3 to 5 Years
18.55%
5 to 10 Years
15.91%
Long Term
20.13%
10 to 20 Years
0.83%
20 to 30 Years
18.81%
Over 30 Years
0.49%
Other
0.00%
As of July 31, 2025
View Bond Maturity Exposure
Start Trial