Asset Allocation

As of July 31, 2025.
Type % Net
Cash 5.13%
Stock 48.62%
Bond 46.40%
Convertible 0.00%
Preferred 0.00%
Other -0.15%
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Market Capitalization

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

% Developed Markets: 85.83%    % Emerging Markets: 8.62%    % Unidentified Markets: 5.55%

Americas 40.95%
34.58%
Canada 17.39%
United States 17.19%
6.37%
Brazil 4.24%
Chile 1.33%
Mexico 0.62%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.09%
United Kingdom 5.24%
38.60%
Austria 0.67%
Belgium 0.79%
Finland 0.29%
France 8.16%
Germany 9.31%
Ireland 1.51%
Italy 3.95%
Netherlands 6.43%
Portugal 2.32%
Spain 1.99%
Sweden 2.05%
0.24%
Poland 0.24%
0.00%
Greater Asia 9.42%
Japan 5.45%
1.28%
0.51%
Hong Kong 0.51%
2.18%
China 1.40%
Indonesia 0.77%
Unidentified Region 5.55%

Bond Credit Quality Exposure

AAA 18.81%
AA 14.70%
A 11.52%
BBB 22.94%
BB 6.80%
B 0.34%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.77%
Not Available 24.12%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
2.26%
Materials
2.26%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
28.75%
Communication Services
0.00%
Energy
0.00%
Industrials
18.57%
Information Technology
10.18%
Defensive
18.86%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
18.86%
Not Classified
50.13%
Non Classified Equity
0.00%
Not Classified - Non Equity
50.13%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 40.87%
Corporate 54.81%
Securitized 0.00%
Municipal 0.00%
Other 4.32%
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Bond Maturity Exposure

Short Term
10.74%
Less than 1 Year
10.74%
Intermediate
69.31%
1 to 3 Years
12.26%
3 to 5 Years
10.36%
5 to 10 Years
46.69%
Long Term
19.95%
10 to 20 Years
12.59%
20 to 30 Years
5.43%
Over 30 Years
1.93%
Other
0.00%
As of July 31, 2025
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