Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.38%
Stock 74.88%
Bond 23.16%
Convertible 0.00%
Preferred 0.01%
Other 0.57%
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Market Capitalization

As of July 31, 2025
Large 86.33%
Mid 12.37%
Small 1.30%
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Region Exposure

% Developed Markets: 96.70%    % Emerging Markets: 1.87%    % Unidentified Markets: 1.44%

Americas 68.32%
66.81%
Canada 6.45%
United States 60.36%
1.51%
Brazil 0.76%
Chile 0.12%
Colombia 0.24%
Mexico 0.36%
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 26.17%
United Kingdom 11.76%
14.41%
Austria 0.00%
Belgium 0.73%
Denmark 0.97%
Finland 0.00%
France 1.26%
Germany 3.83%
Ireland 2.03%
Italy 0.00%
Netherlands 1.50%
Spain 1.88%
Switzerland 2.18%
0.00%
Poland 0.00%
0.00%
Saudi Arabia 0.00%
Greater Asia 4.07%
Japan 1.74%
0.32%
Australia 0.00%
1.61%
Hong Kong 0.16%
Singapore 0.00%
Taiwan 1.45%
0.39%
China 0.04%
Indonesia 0.35%
Unidentified Region 1.44%

Bond Credit Quality Exposure

AAA 9.77%
AA 54.25%
A 5.17%
BBB 6.67%
BB 9.65%
B 1.20%
Below B 0.38%
    CCC 0.30%
    CC 0.07%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.26%
Not Available 12.66%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
38.69%
Materials
0.00%
Consumer Discretionary
18.71%
Financials
19.98%
Real Estate
0.00%
Sensitive
29.64%
Communication Services
3.69%
Energy
0.00%
Industrials
3.79%
Information Technology
22.15%
Defensive
29.39%
Consumer Staples
10.36%
Health Care
19.02%
Utilities
0.01%
Not Classified
2.28%
Non Classified Equity
0.40%
Not Classified - Non Equity
1.88%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 75.13%
Corporate 20.25%
Securitized 0.60%
Municipal 0.16%
Other 3.86%
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Bond Maturity Exposure

Short Term
0.55%
Less than 1 Year
0.55%
Intermediate
83.30%
1 to 3 Years
4.47%
3 to 5 Years
8.38%
5 to 10 Years
70.45%
Long Term
16.00%
10 to 20 Years
2.73%
20 to 30 Years
10.59%
Over 30 Years
2.69%
Other
0.14%
As of July 31, 2025
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