Asset Allocation

As of July 31, 2025.
Type % Net
Cash 8.08%
Stock 52.37%
Bond 38.52%
Convertible 0.00%
Preferred 0.34%
Other 0.68%
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Market Capitalization

As of July 31, 2025
Large 73.20%
Mid 13.22%
Small 13.58%
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Region Exposure

% Developed Markets: 88.76%    % Emerging Markets: 2.79%    % Unidentified Markets: 8.45%

Americas 74.84%
73.61%
Canada 36.29%
United States 37.31%
1.23%
Argentina 0.10%
Brazil 0.12%
Chile 0.10%
Colombia 0.09%
Mexico 0.30%
Peru 0.03%
Venezuela 0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.30%
United Kingdom 2.97%
7.43%
Austria 0.12%
Belgium 0.09%
Denmark 0.17%
Finland 0.11%
France 1.44%
Germany 1.48%
Greece 0.01%
Ireland 0.60%
Italy 0.32%
Netherlands 0.77%
Norway 0.10%
Portugal 0.01%
Spain 0.44%
Sweden 0.42%
Switzerland 1.07%
0.23%
Poland 0.02%
Turkey 0.12%
0.67%
Egypt 0.02%
Israel 0.09%
Qatar 0.07%
Saudi Arabia 0.14%
South Africa 0.09%
United Arab Emirates 0.14%
Greater Asia 5.41%
Japan 1.32%
1.68%
Australia 1.04%
1.27%
Hong Kong 0.41%
Singapore 0.41%
South Korea 0.19%
Taiwan 0.24%
1.14%
China 0.55%
India 0.23%
Indonesia 0.18%
Kazakhstan 0.01%
Malaysia 0.05%
Pakistan 0.00%
Philippines 0.09%
Thailand 0.02%
Unidentified Region 8.45%

Bond Credit Quality Exposure

AAA 14.63%
AA 13.30%
A 22.44%
BBB 27.57%
BB 9.81%
B 3.00%
Below B 1.48%
    CCC 1.30%
    CC 0.03%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.14%
Not Rated 0.27%
Not Available 7.49%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
14.14%
Materials
2.59%
Consumer Discretionary
2.38%
Financials
8.61%
Real Estate
0.55%
Sensitive
13.24%
Communication Services
1.49%
Energy
2.88%
Industrials
4.10%
Information Technology
4.77%
Defensive
4.60%
Consumer Staples
1.67%
Health Care
1.94%
Utilities
0.98%
Not Classified
68.03%
Non Classified Equity
0.21%
Not Classified - Non Equity
67.82%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 21.43%
Corporate 62.17%
Securitized 0.43%
Municipal 10.33%
Other 5.64%
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Bond Maturity Exposure

Short Term
6.78%
Less than 1 Year
6.78%
Intermediate
67.31%
1 to 3 Years
12.18%
3 to 5 Years
14.76%
5 to 10 Years
40.38%
Long Term
25.66%
10 to 20 Years
6.63%
20 to 30 Years
9.93%
Over 30 Years
9.11%
Other
0.24%
As of July 31, 2025
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