Asset Allocation

As of July 31, 2025.
Type % Net
Cash 10.13%
Stock 52.71%
Bond 32.63%
Convertible 0.00%
Preferred 0.02%
Other 4.51%
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Market Capitalization

As of July 31, 2025
Large 89.03%
Mid 7.81%
Small 3.16%
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Region Exposure

% Developed Markets: 95.61%    % Emerging Markets: 0.05%    % Unidentified Markets: 4.34%

Americas 94.26%
93.11%
Canada 50.10%
United States 43.01%
1.15%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.16%
United Kingdom 0.34%
0.82%
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 4.34%

Bond Credit Quality Exposure

AAA 14.20%
AA 24.56%
A 12.27%
BBB 37.24%
BB 3.86%
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 0.18%
Not Available 7.65%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
37.39%
Materials
2.89%
Consumer Discretionary
6.87%
Financials
22.82%
Real Estate
4.81%
Sensitive
25.41%
Communication Services
0.06%
Energy
12.26%
Industrials
7.85%
Information Technology
5.23%
Defensive
6.75%
Consumer Staples
2.70%
Health Care
1.45%
Utilities
2.60%
Not Classified
30.45%
Non Classified Equity
2.53%
Not Classified - Non Equity
27.92%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 33.58%
Corporate 54.15%
Securitized 1.76%
Municipal 3.44%
Other 7.08%
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Bond Maturity Exposure

Short Term
1.01%
Less than 1 Year
1.01%
Intermediate
73.94%
1 to 3 Years
25.19%
3 to 5 Years
11.73%
5 to 10 Years
37.01%
Long Term
24.25%
10 to 20 Years
3.19%
20 to 30 Years
11.76%
Over 30 Years
9.30%
Other
0.80%
As of July 31, 2025
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