Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.68%
Stock 59.94%
Bond 39.55%
Convertible 0.00%
Preferred 0.00%
Other -0.17%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.51%    % Unidentified Markets: -0.23%

Americas 97.80%
97.57%
Canada 64.11%
United States 33.47%
0.23%
Peru 0.09%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.05%
United Kingdom 0.50%
1.55%
France 0.83%
Ireland 0.46%
Netherlands 0.14%
Switzerland 0.12%
0.00%
0.00%
Greater Asia 0.38%
Japan 0.00%
0.00%
0.38%
Singapore 0.38%
0.00%
Unidentified Region -0.23%

Bond Credit Quality Exposure

AAA 3.97%
AA 2.25%
A 39.79%
BBB 41.47%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.95%
Not Available 11.57%
Short Term 0.00%
As of July 31, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
25.66%
Materials
4.34%
Consumer Discretionary
3.39%
Financials
14.06%
Real Estate
3.88%
Sensitive
27.83%
Communication Services
2.71%
Energy
7.70%
Industrials
4.48%
Information Technology
12.95%
Defensive
5.89%
Consumer Staples
2.38%
Health Care
1.73%
Utilities
1.78%
Not Classified
0.85%
Non Classified Equity
0.85%
As of July 31, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 5.39%
Corporate 76.86%
Securitized 3.97%
Municipal 0.00%
Other 13.77%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
74.21%
1 to 3 Years
14.95%
3 to 5 Years
17.00%
5 to 10 Years
42.26%
Long Term
25.79%
10 to 20 Years
11.38%
20 to 30 Years
12.47%
Over 30 Years
1.95%
Other
0.00%
As of July 31, 2026
View Bond Maturity Exposure
Start Trial