Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.97%
Stock 65.12%
Bond 33.35%
Convertible 0.00%
Preferred 0.13%
Other -0.56%
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Market Capitalization

As of July 31, 2025
Large 76.57%
Mid 17.25%
Small 6.18%
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Region Exposure

% Developed Markets: 99.09%    % Emerging Markets: 1.25%    % Unidentified Markets: -0.34%

Americas 91.89%
90.76%
Canada 70.08%
United States 20.67%
1.13%
Brazil 0.00%
Chile 0.00%
Colombia 0.01%
Mexico 1.03%
Peru 0.00%
Venezuela 0.02%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.85%
United Kingdom 1.31%
5.53%
Austria 0.01%
Belgium 0.01%
Finland 0.00%
France 2.47%
Germany 1.61%
Ireland 0.94%
Italy 0.00%
Netherlands 0.05%
Spain 0.00%
Switzerland 0.42%
0.00%
Poland 0.00%
0.00%
Saudi Arabia 0.00%
Greater Asia 1.60%
Japan 1.44%
0.14%
Australia 0.05%
0.01%
Hong Kong 0.01%
0.01%
China 0.01%
Indonesia 0.00%
Philippines 0.00%
Unidentified Region -0.34%

Bond Credit Quality Exposure

AAA 17.94%
AA 16.74%
A 25.80%
BBB 26.99%
BB 6.13%
B 0.73%
Below B 0.26%
    CCC 0.21%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.36%
Not Available 5.06%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
43.25%
Materials
5.72%
Consumer Discretionary
6.61%
Financials
29.36%
Real Estate
1.56%
Sensitive
42.14%
Communication Services
3.57%
Energy
10.23%
Industrials
16.54%
Information Technology
11.80%
Defensive
10.69%
Consumer Staples
6.35%
Health Care
4.19%
Utilities
0.14%
Not Classified
3.93%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.92%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 23.10%
Corporate 47.71%
Securitized 0.49%
Municipal 21.66%
Other 7.04%
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Bond Maturity Exposure

Short Term
2.30%
Less than 1 Year
2.30%
Intermediate
59.61%
1 to 3 Years
9.77%
3 to 5 Years
10.40%
5 to 10 Years
39.44%
Long Term
37.81%
10 to 20 Years
11.69%
20 to 30 Years
9.54%
Over 30 Years
16.58%
Other
0.29%
As of July 31, 2025
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