Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.10%
Stock 41.57%
Bond 41.63%
Convertible 0.00%
Preferred 0.00%
Other 16.70%
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Market Capitalization

As of July 31, 2026
Large 73.22%
Mid 20.41%
Small 6.37%
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Region Exposure

% Developed Markets: 55.00%    % Emerging Markets: 38.68%    % Unidentified Markets: 6.33%

Americas 38.36%
25.93%
Canada 1.14%
United States 24.79%
12.43%
Brazil 1.82%
Colombia 3.97%
Mexico 0.03%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.60%
United Kingdom 7.05%
20.09%
Denmark 0.41%
France 5.11%
Germany 4.46%
Greece 0.38%
Ireland 2.47%
Netherlands 6.40%
Spain 0.61%
1.01%
16.45%
Egypt 4.07%
Nigeria 1.76%
South Africa 4.33%
Greater Asia 10.71%
Japan 0.00%
1.37%
Australia 1.37%
0.56%
South Korea 0.00%
Taiwan 0.55%
8.78%
China 0.92%
India 3.85%
Kazakhstan 3.12%
Unidentified Region 6.33%

Bond Credit Quality Exposure

AAA 0.25%
AA 0.00%
A 0.00%
BBB 11.08%
BB 28.92%
B 18.71%
Below B 5.08%
    CCC 5.08%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 35.96%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
37.69%
Materials
8.93%
Consumer Discretionary
12.91%
Financials
15.85%
Real Estate
0.00%
Sensitive
28.93%
Communication Services
0.00%
Energy
11.39%
Industrials
8.83%
Information Technology
8.71%
Defensive
24.87%
Consumer Staples
8.10%
Health Care
16.77%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 92.95%
Corporate 7.03%
Securitized 0.00%
Municipal 0.00%
Other 0.02%
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Bond Maturity Exposure

Short Term
18.16%
Less than 1 Year
18.16%
Intermediate
58.18%
1 to 3 Years
4.83%
3 to 5 Years
16.76%
5 to 10 Years
36.60%
Long Term
23.66%
10 to 20 Years
20.06%
20 to 30 Years
1.71%
Over 30 Years
1.89%
Other
0.00%
As of July 31, 2026
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