Asset Allocation

As of July 31, 2025.
Type % Net
Cash 25.68%
Stock 26.43%
Bond 44.82%
Convertible 0.00%
Preferred 2.80%
Other 0.27%
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Market Capitalization

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

% Developed Markets: 95.19%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.81%

Americas 90.73%
89.39%
Canada 24.06%
United States 65.33%
1.34%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.04%
United Kingdom 0.00%
1.04%
France 0.89%
Italy 0.15%
0.00%
0.00%
Greater Asia 3.41%
Japan 3.41%
0.00%
0.00%
0.00%
Unidentified Region 4.81%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.49%
A 0.23%
BBB 67.81%
BB 20.82%
B 3.75%
Below B 0.11%
    CCC 0.06%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.06%
Not Rated 4.95%
Not Available 1.84%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
40.97%
Materials
1.20%
Consumer Discretionary
0.00%
Financials
38.05%
Real Estate
1.72%
Sensitive
30.42%
Communication Services
0.49%
Energy
3.61%
Industrials
20.77%
Information Technology
5.55%
Defensive
14.94%
Consumer Staples
0.00%
Health Care
8.89%
Utilities
6.05%
Not Classified
13.66%
Non Classified Equity
2.22%
Not Classified - Non Equity
11.44%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 0.49%
Corporate 77.97%
Securitized 18.94%
Municipal 0.00%
Other 2.60%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
64.62%
1 to 3 Years
7.44%
3 to 5 Years
45.03%
5 to 10 Years
12.14%
Long Term
32.66%
10 to 20 Years
15.82%
20 to 30 Years
7.30%
Over 30 Years
9.53%
Other
2.72%
As of July 31, 2025
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