Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.21%
Stock 75.48%
Bond 23.28%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of July 31, 2025
Large 46.82%
Mid 33.89%
Small 19.29%
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Region Exposure

% Developed Markets: 95.33%    % Emerging Markets: 3.12%    % Unidentified Markets: 1.55%

Americas 68.84%
67.61%
Canada 11.00%
United States 56.61%
1.23%
Brazil 0.94%
Chile 0.00%
Mexico 0.29%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.66%
United Kingdom 7.19%
12.33%
Belgium 0.31%
Finland 0.00%
France 3.93%
Germany 0.40%
Ireland 0.44%
Italy 0.82%
Netherlands 1.80%
Norway 0.49%
Portugal 0.42%
Spain 0.79%
Sweden 0.25%
Switzerland 1.49%
0.00%
0.14%
South Africa 0.14%
Greater Asia 9.95%
Japan 3.61%
2.63%
Australia 2.40%
2.01%
Hong Kong 1.26%
Singapore 0.60%
South Korea 0.14%
1.70%
China 0.31%
India 0.96%
Malaysia 0.21%
Philippines 0.22%
Unidentified Region 1.55%

Bond Credit Quality Exposure

AAA 1.31%
AA 3.00%
A 29.97%
BBB 54.16%
BB 3.19%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 8.36%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
41.59%
Materials
15.74%
Consumer Discretionary
0.21%
Financials
0.00%
Real Estate
25.64%
Sensitive
33.84%
Communication Services
1.23%
Energy
25.86%
Industrials
6.75%
Information Technology
0.00%
Defensive
20.78%
Consumer Staples
7.43%
Health Care
0.02%
Utilities
13.33%
Not Classified
3.79%
Non Classified Equity
0.99%
Not Classified - Non Equity
2.80%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 10.77%
Corporate 82.07%
Securitized 0.00%
Municipal 0.00%
Other 7.16%
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Bond Maturity Exposure

Short Term
20.61%
Less than 1 Year
20.61%
Intermediate
53.10%
1 to 3 Years
50.81%
3 to 5 Years
1.79%
5 to 10 Years
0.50%
Long Term
23.29%
10 to 20 Years
0.00%
20 to 30 Years
15.44%
Over 30 Years
7.85%
Other
3.01%
As of July 31, 2025
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