Asset Allocation

As of July 31, 2026.
Type % Net
Cash 3.38%
Stock 59.93%
Bond 37.50%
Convertible 0.00%
Preferred 0.05%
Other -0.86%
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Market Capitalization

As of July 31, 2026
Large 68.32%
Mid 26.35%
Small 5.33%
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Region Exposure

% Developed Markets: 97.88%    % Emerging Markets: 0.04%    % Unidentified Markets: 2.09%

Americas 91.20%
91.15%
Canada 54.74%
United States 36.42%
0.05%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.22%
United Kingdom 0.32%
4.90%
France 0.90%
Germany 1.48%
Ireland 2.08%
Netherlands 0.13%
0.00%
0.00%
Greater Asia 1.49%
Japan 0.54%
0.00%
0.96%
Taiwan 0.96%
0.00%
Unidentified Region 2.09%

Bond Credit Quality Exposure

AAA 4.42%
AA 2.61%
A 7.77%
BBB 24.43%
BB 31.94%
B 11.44%
Below B 1.11%
    CCC 1.11%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 16.28%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
22.92%
Materials
3.39%
Consumer Discretionary
3.94%
Financials
14.63%
Real Estate
0.96%
Sensitive
27.29%
Communication Services
1.48%
Energy
2.79%
Industrials
14.13%
Information Technology
8.88%
Defensive
8.10%
Consumer Staples
2.80%
Health Care
5.30%
Utilities
0.00%
Not Classified
3.24%
Non Classified Equity
3.24%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 5.46%
Corporate 85.21%
Securitized 1.37%
Municipal 0.00%
Other 7.96%
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Bond Maturity Exposure

Short Term
1.26%
Less than 1 Year
1.26%
Intermediate
65.35%
1 to 3 Years
6.89%
3 to 5 Years
23.43%
5 to 10 Years
35.02%
Long Term
32.98%
10 to 20 Years
3.72%
20 to 30 Years
15.23%
Over 30 Years
14.03%
Other
0.42%
As of July 31, 2026
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