Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.01%
Stock 56.11%
Bond 41.21%
Convertible 0.00%
Preferred 0.16%
Other 2.51%
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Market Capitalization

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

% Developed Markets: 92.05%    % Emerging Markets: 5.18%    % Unidentified Markets: 2.77%

Americas 78.85%
76.57%
Canada 38.79%
United States 37.77%
2.28%
Argentina 0.24%
Brazil 0.23%
Chile 0.29%
Colombia 0.21%
Mexico 0.48%
Peru 0.08%
Venezuela 0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.92%
United Kingdom 2.59%
6.35%
Austria 0.06%
Belgium 0.08%
Denmark 0.16%
Finland 0.10%
France 1.07%
Germany 1.08%
Greece 0.02%
Ireland 0.62%
Italy 0.39%
Netherlands 0.82%
Norway 0.07%
Portugal 0.01%
Spain 0.39%
Sweden 0.27%
Switzerland 0.90%
0.55%
Czech Republic 0.00%
Poland 0.06%
Turkey 0.29%
1.44%
Egypt 0.06%
Israel 0.11%
Qatar 0.16%
Saudi Arabia 0.33%
South Africa 0.14%
United Arab Emirates 0.32%
Greater Asia 7.46%
Japan 2.53%
1.47%
Australia 0.84%
1.74%
Hong Kong 0.44%
Singapore 0.36%
South Korea 0.41%
Taiwan 0.48%
1.72%
China 0.63%
India 0.45%
Indonesia 0.34%
Kazakhstan 0.04%
Malaysia 0.07%
Philippines 0.15%
Thailand 0.03%
Unidentified Region 2.77%

Bond Credit Quality Exposure

AAA 11.91%
AA 14.65%
A 22.00%
BBB 28.87%
BB 12.96%
B 3.36%
Below B 1.88%
    CCC 1.71%
    CC 0.04%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.13%
Not Rated 0.22%
Not Available 4.16%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
21.38%
Materials
3.52%
Consumer Discretionary
4.55%
Financials
12.27%
Real Estate
1.04%
Sensitive
26.41%
Communication Services
3.68%
Energy
3.87%
Industrials
6.91%
Information Technology
11.94%
Defensive
8.29%
Consumer Staples
2.95%
Health Care
3.81%
Utilities
1.53%
Not Classified
43.92%
Non Classified Equity
0.16%
Not Classified - Non Equity
43.76%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 25.71%
Corporate 58.91%
Securitized 0.13%
Municipal 10.06%
Other 5.19%
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Bond Maturity Exposure

Short Term
7.53%
Less than 1 Year
7.53%
Intermediate
62.71%
1 to 3 Years
13.63%
3 to 5 Years
14.48%
5 to 10 Years
34.60%
Long Term
29.56%
10 to 20 Years
6.42%
20 to 30 Years
11.56%
Over 30 Years
11.58%
Other
0.20%
As of July 31, 2025
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