Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.27%
Stock 61.47%
Bond 38.55%
Convertible 0.00%
Preferred 0.00%
Other -0.29%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 82.63%
Mid 13.84%
Small 3.53%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.3%    % Emerging Markets: 0.14%    % Unidentified Markets: -0.41%

Americas 95.08%
94.77%
Canada 71.24%
United States 23.53%
0.31%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.86%
United Kingdom 0.33%
2.53%
France 0.08%
Ireland 1.77%
Netherlands 0.67%
0.00%
0.00%
Greater Asia 2.48%
Japan 0.00%
0.06%
Australia 0.06%
2.41%
Taiwan 2.41%
0.00%
Unidentified Region -0.41%

Bond Credit Quality Exposure

AAA 1.29%
AA 3.67%
A 21.08%
BBB 47.10%
BB 4.77%
B 0.30%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.90%
Not Available 20.90%
Short Term 0.00%
As of July 31, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
35.25%
Materials
9.83%
Consumer Discretionary
2.92%
Financials
22.50%
Real Estate
0.00%
Sensitive
59.38%
Communication Services
5.64%
Energy
8.65%
Industrials
12.77%
Information Technology
32.32%
Defensive
2.49%
Consumer Staples
0.49%
Health Care
0.76%
Utilities
1.23%
Not Classified
2.89%
Non Classified Equity
2.89%
As of July 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 8.04%
Corporate 71.52%
Securitized 1.64%
Municipal 0.00%
Other 18.80%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
6.47%
Less than 1 Year
6.47%
Intermediate
58.57%
1 to 3 Years
5.00%
3 to 5 Years
16.05%
5 to 10 Years
37.52%
Long Term
33.77%
10 to 20 Years
12.77%
20 to 30 Years
12.60%
Over 30 Years
8.39%
Other
1.20%
As of July 31, 2026
View Bond Maturity Exposure
Start Trial