Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.52%
Stock 59.48%
Bond 40.37%
Convertible 0.00%
Preferred 0.02%
Other -0.40%
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Market Capitalization

As of July 31, 2026
Large 68.46%
Mid 26.35%
Small 5.18%
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Region Exposure

% Developed Markets: 98.36%    % Emerging Markets: 0.13%    % Unidentified Markets: 1.51%

Americas 89.36%
89.36%
Canada 58.74%
United States 30.62%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.94%
United Kingdom 3.51%
4.43%
France 0.91%
Germany 1.47%
Ireland 2.01%
0.00%
0.00%
Greater Asia 1.19%
Japan 0.25%
0.00%
0.95%
Taiwan 0.95%
0.00%
Unidentified Region 1.51%

Bond Credit Quality Exposure

AAA 8.64%
AA 22.19%
A 14.37%
BBB 20.32%
BB 14.57%
B 4.15%
Below B 0.22%
    CCC 0.22%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.37%
Not Available 15.17%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
37.25%
Materials
5.55%
Consumer Discretionary
6.38%
Financials
23.75%
Real Estate
1.56%
Sensitive
44.25%
Communication Services
2.39%
Energy
4.53%
Industrials
22.91%
Information Technology
14.41%
Defensive
13.26%
Consumer Staples
4.64%
Health Care
8.63%
Utilities
0.00%
Not Classified
5.24%
Non Classified Equity
5.24%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 19.22%
Corporate 56.06%
Securitized 0.49%
Municipal 19.48%
Other 4.74%
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Bond Maturity Exposure

Short Term
1.71%
Less than 1 Year
1.71%
Intermediate
50.06%
1 to 3 Years
9.23%
3 to 5 Years
17.13%
5 to 10 Years
23.70%
Long Term
47.51%
10 to 20 Years
9.49%
20 to 30 Years
27.98%
Over 30 Years
10.04%
Other
0.71%
As of July 31, 2026
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