Asset Allocation

As of July 31, 2025.
Type % Net
Cash 6.56%
Stock 55.31%
Bond 37.21%
Convertible 0.00%
Preferred 0.20%
Other 0.72%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 92.17%    % Emerging Markets: 1.31%    % Unidentified Markets: 6.52%

Americas 76.69%
75.27%
Canada 27.59%
United States 47.68%
1.42%
Argentina 0.01%
Brazil 0.43%
Chile 0.05%
Colombia 0.03%
Mexico 0.31%
Peru 0.00%
Venezuela 0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.95%
United Kingdom 4.33%
5.53%
Austria 0.20%
Belgium 0.01%
Denmark 0.06%
Finland 0.01%
France 0.65%
Germany 1.19%
Ireland 1.00%
Italy 0.71%
Netherlands 0.19%
Spain 0.56%
Switzerland 0.21%
0.06%
Poland 0.05%
Turkey 0.01%
0.04%
Egypt 0.00%
Qatar 0.00%
Saudi Arabia 0.01%
South Africa 0.00%
United Arab Emirates 0.01%
Greater Asia 6.84%
Japan 3.30%
2.71%
Australia 1.79%
0.56%
Hong Kong 0.39%
Singapore 0.00%
South Korea 0.17%
0.26%
China 0.03%
India 0.00%
Indonesia 0.22%
Kazakhstan 0.00%
Malaysia 0.00%
Philippines 0.01%
Unidentified Region 6.52%

Bond Credit Quality Exposure

AAA 20.52%
AA 16.88%
A 12.22%
BBB 20.14%
BB 12.48%
B 4.32%
Below B 1.98%
    CCC 1.73%
    CC 0.08%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.18%
Not Rated 0.25%
Not Available 11.22%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
16.93%
Materials
2.07%
Consumer Discretionary
5.05%
Financials
9.59%
Real Estate
0.21%
Sensitive
28.85%
Communication Services
5.57%
Energy
1.13%
Industrials
6.69%
Information Technology
15.46%
Defensive
9.82%
Consumer Staples
2.94%
Health Care
5.84%
Utilities
1.05%
Not Classified
44.40%
Non Classified Equity
0.07%
Not Classified - Non Equity
44.33%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 31.46%
Corporate 55.01%
Securitized 0.70%
Municipal 7.53%
Other 5.30%
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Bond Maturity Exposure

Short Term
3.52%
Less than 1 Year
3.52%
Intermediate
71.72%
1 to 3 Years
10.90%
3 to 5 Years
14.90%
5 to 10 Years
45.92%
Long Term
24.43%
10 to 20 Years
5.42%
20 to 30 Years
8.63%
Over 30 Years
10.38%
Other
0.33%
As of July 31, 2025
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