Asset Allocation

As of July 31, 2026.
Type % Net
Cash 6.92%
Stock 35.04%
Bond 57.97%
Convertible 0.00%
Preferred 0.60%
Other -0.53%
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Market Capitalization

As of July 31, 2026
Large 81.04%
Mid 4.42%
Small 14.55%
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Region Exposure

% Developed Markets: 93.41%    % Emerging Markets: 2.87%    % Unidentified Markets: 3.72%

Americas 73.00%
70.72%
Canada 3.48%
United States 67.23%
2.29%
Brazil 1.20%
Chile 0.44%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.83%
United Kingdom 4.18%
12.39%
Austria 0.21%
Belgium 0.22%
Denmark 1.06%
Finland 0.18%
France 3.01%
Germany 0.45%
Ireland 0.77%
Italy 0.85%
Netherlands 2.78%
Spain 1.90%
Sweden 0.17%
Switzerland 0.43%
0.02%
Turkey 0.02%
0.24%
South Africa 0.24%
Greater Asia 6.45%
Japan 1.74%
0.42%
Australia 0.42%
3.50%
Hong Kong 0.93%
Singapore 0.77%
South Korea 0.58%
Taiwan 1.12%
0.79%
China 0.79%
Unidentified Region 3.72%

Bond Credit Quality Exposure

AAA 0.00%
AA 10.98%
A 1.47%
BBB 14.26%
BB 38.68%
B 18.30%
Below B 2.74%
    CCC 2.74%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 13.57%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
32.91%
Materials
9.03%
Consumer Discretionary
7.12%
Financials
14.12%
Real Estate
2.64%
Sensitive
36.07%
Communication Services
4.89%
Energy
2.45%
Industrials
6.54%
Information Technology
22.19%
Defensive
9.52%
Consumer Staples
2.18%
Health Care
5.62%
Utilities
1.72%
Not Classified
0.51%
Non Classified Equity
0.51%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 20.76%
Corporate 69.45%
Securitized 0.12%
Municipal 5.54%
Other 4.13%
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Bond Maturity Exposure

Short Term
12.88%
Less than 1 Year
12.88%
Intermediate
62.88%
1 to 3 Years
9.87%
3 to 5 Years
23.45%
5 to 10 Years
29.56%
Long Term
7.91%
10 to 20 Years
2.29%
20 to 30 Years
4.30%
Over 30 Years
1.32%
Other
16.32%
As of July 31, 2026
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