Asset Allocation

As of July 31, 2025.
Type % Net
Cash 9.41%
Stock 53.18%
Bond 32.60%
Convertible 0.00%
Preferred 0.02%
Other 4.79%
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Market Capitalization

As of July 31, 2025
Large 89.11%
Mid 7.81%
Small 3.08%
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Region Exposure

% Developed Markets: 95.46%    % Emerging Markets: 0.05%    % Unidentified Markets: 4.48%

Americas 94.10%
92.94%
Canada 50.01%
United States 42.93%
1.17%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.17%
United Kingdom 0.34%
0.83%
France 0.04%
Ireland 0.52%
Italy 0.12%
Netherlands 0.05%
Spain 0.10%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.24%
Japan 0.22%
0.02%
Australia 0.02%
0.00%
Taiwan 0.00%
0.00%
Unidentified Region 4.48%

Bond Credit Quality Exposure

AAA 14.35%
AA 23.61%
A 12.46%
BBB 37.70%
BB 3.89%
B 0.04%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.17%
Not Available 7.78%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
37.32%
Materials
2.87%
Consumer Discretionary
6.90%
Financials
22.77%
Real Estate
4.77%
Sensitive
25.50%
Communication Services
0.06%
Energy
12.28%
Industrials
7.91%
Information Technology
5.26%
Defensive
6.80%
Consumer Staples
2.73%
Health Care
1.47%
Utilities
2.60%
Not Classified
30.38%
Non Classified Equity
2.54%
Not Classified - Non Equity
27.83%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 32.71%
Corporate 54.84%
Securitized 1.76%
Municipal 3.48%
Other 7.20%
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Bond Maturity Exposure

Short Term
1.03%
Less than 1 Year
1.03%
Intermediate
73.71%
1 to 3 Years
24.45%
3 to 5 Years
11.85%
5 to 10 Years
37.41%
Long Term
24.46%
10 to 20 Years
3.23%
20 to 30 Years
11.80%
Over 30 Years
9.43%
Other
0.80%
As of July 31, 2025
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