Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.21%
Stock 84.25%
Bond 15.54%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2025
Large 45.57%
Mid 32.44%
Small 22.00%
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Region Exposure

% Developed Markets: 98.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.06%

Americas 97.67%
97.67%
Canada 0.21%
United States 97.47%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.27%
United Kingdom 0.00%
1.27%
Ireland 1.10%
Netherlands 0.17%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.06%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.69%
A 0.00%
BBB 2.28%
BB 81.47%
B 14.62%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.53%
Not Available 0.41%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
2.37%
Materials
1.59%
Consumer Discretionary
0.19%
Financials
0.00%
Real Estate
0.58%
Sensitive
89.45%
Communication Services
0.00%
Energy
17.03%
Industrials
27.07%
Information Technology
45.36%
Defensive
7.51%
Consumer Staples
0.00%
Health Care
3.32%
Utilities
4.19%
Not Classified
0.67%
Non Classified Equity
0.22%
Not Classified - Non Equity
0.45%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 1.09%
Corporate 98.91%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
0.86%
Less than 1 Year
0.86%
Intermediate
99.13%
1 to 3 Years
0.63%
3 to 5 Years
46.22%
5 to 10 Years
52.28%
Long Term
0.01%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.01%
Other
0.00%
As of July 31, 2025
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