Asset Allocation

As of July 31, 2025.
Type % Net
Cash 5.15%
Stock 69.65%
Bond 23.93%
Convertible 0.00%
Preferred 0.10%
Other 1.18%
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Market Capitalization

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

% Developed Markets: 21.75%    % Emerging Markets: 0.23%    % Unidentified Markets: 78.01%

Americas 20.34%
20.20%
Canada 5.29%
United States 14.91%
0.14%
Brazil 0.00%
Chile 0.10%
Colombia 0.02%
Mexico 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 1.37%
United Kingdom 0.48%
0.87%
Austria 0.01%
Finland 0.00%
France 0.08%
Germany 0.07%
Ireland 0.06%
Italy 0.07%
Netherlands 0.31%
Spain 0.02%
0.02%
Poland 0.02%
0.00%
Greater Asia 0.27%
Japan 0.06%
0.02%
Australia 0.02%
0.17%
Hong Kong 0.07%
Singapore 0.11%
0.01%
China 0.01%
Unidentified Region 78.01%

Bond Credit Quality Exposure

AAA 0.87%
AA 3.35%
A 13.01%
BBB 21.66%
BB 16.46%
B 11.29%
Below B 2.87%
    CCC 2.54%
    CC 0.13%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.21%
Not Rated 0.92%
Not Available 29.56%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
100.0%
Non Classified Equity
72.96%
Not Classified - Non Equity
27.04%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 14.61%
Corporate 73.64%
Securitized 0.16%
Municipal 0.00%
Other 11.59%
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Bond Maturity Exposure

Short Term
15.64%
Less than 1 Year
15.64%
Intermediate
67.28%
1 to 3 Years
15.60%
3 to 5 Years
22.83%
5 to 10 Years
28.86%
Long Term
15.17%
10 to 20 Years
5.04%
20 to 30 Years
5.75%
Over 30 Years
4.38%
Other
1.90%
As of July 31, 2025
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