Asset Allocation

As of July 31, 2026.
Type % Net
Cash 9.35%
Stock 82.94%
Bond 8.53%
Convertible 0.00%
Preferred 1.27%
Other -2.08%
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Market Capitalization

As of July 31, 2026
Large 66.78%
Mid 30.24%
Small 2.98%
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Region Exposure

% Developed Markets: 94.63%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.37%

Americas 11.71%
11.71%
Canada 2.28%
United States 9.43%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.53%
United Kingdom 7.88%
39.65%
Belgium 2.53%
Denmark 0.88%
France 2.51%
Germany 5.04%
Ireland 3.72%
Italy 3.63%
Netherlands 0.75%
Spain 7.75%
Sweden 8.17%
Switzerland 4.68%
0.00%
0.00%
Greater Asia 35.40%
Japan 25.51%
2.43%
Australia 2.43%
7.45%
South Korea 5.94%
Taiwan 1.51%
0.00%
Unidentified Region 5.37%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
32.52%
Materials
7.67%
Consumer Discretionary
7.98%
Financials
16.87%
Real Estate
0.00%
Sensitive
37.69%
Communication Services
0.00%
Energy
0.40%
Industrials
23.19%
Information Technology
14.10%
Defensive
13.67%
Consumer Staples
5.17%
Health Care
8.49%
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 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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