Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.15%
Stock 38.76%
Bond 58.32%
Convertible 0.00%
Preferred 0.00%
Other -0.24%
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Market Capitalization

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

% Developed Markets: 89.07%    % Emerging Markets: 1.63%    % Unidentified Markets: 9.30%

Americas 75.84%
75.02%
Canada 39.98%
United States 35.04%
0.82%
Argentina 0.00%
Brazil 0.19%
Mexico 0.46%
Peru 0.03%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.45%
United Kingdom 3.28%
7.96%
Austria 0.01%
Belgium 0.55%
Denmark 0.24%
Finland 0.57%
France 1.20%
Germany 1.18%
Greece 0.01%
Ireland 1.39%
Italy 0.21%
Netherlands 1.00%
Norway 0.14%
Portugal 0.01%
Spain 0.39%
Sweden 0.01%
Switzerland 0.79%
0.07%
Czech Republic 0.00%
Poland 0.03%
Turkey 0.01%
0.15%
Nigeria 0.01%
Saudi Arabia 0.09%
South Africa 0.03%
Greater Asia 3.41%
Japan 1.73%
0.01%
Australia 0.01%
1.12%
Hong Kong 0.30%
Singapore 0.37%
South Korea 0.28%
Taiwan 0.17%
0.55%
China 0.14%
India 0.32%
Indonesia 0.05%
Philippines 0.03%
Unidentified Region 9.30%

Bond Credit Quality Exposure

AAA 6.80%
AA 6.99%
A 17.21%
BBB 36.23%
BB 9.44%
B 1.16%
Below B 0.05%
    CCC 0.05%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 15.95%
Not Available 6.17%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
14.81%
Materials
2.03%
Consumer Discretionary
2.99%
Financials
8.64%
Real Estate
1.16%
Sensitive
17.31%
Communication Services
2.23%
Energy
2.15%
Industrials
4.92%
Information Technology
8.01%
Defensive
6.78%
Consumer Staples
2.46%
Health Care
3.13%
Utilities
1.19%
Not Classified
61.10%
Non Classified Equity
0.51%
Not Classified - Non Equity
60.59%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 6.28%
Corporate 64.09%
Securitized 2.00%
Municipal 7.72%
Other 19.90%
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Bond Maturity Exposure

Short Term
1.18%
Less than 1 Year
1.18%
Intermediate
62.71%
1 to 3 Years
5.19%
3 to 5 Years
19.89%
5 to 10 Years
37.63%
Long Term
20.54%
10 to 20 Years
5.01%
20 to 30 Years
7.67%
Over 30 Years
7.86%
Other
15.58%
As of July 31, 2025
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