Asset Allocation

As of July 31, 2025.
Type % Net
Cash 42.32%
Stock -50.66%
Bond 107.9%
Convertible 0.00%
Preferred 0.00%
Other 0.44%
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Market Capitalization

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

% Developed Markets: 105.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -5.48%

Americas 100.5%
100.5%
United States 100.5%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.98%
United Kingdom 3.24%
1.24%
Denmark 1.24%
0.00%
0.50%
Israel 0.50%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -5.48%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.05%
A 0.00%
BBB 10.85%
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 0.00%
Not Available 89.09%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
3.83%
Materials
0.00%
Consumer Discretionary
3.28%
Financials
0.55%
Real Estate
0.00%
Sensitive
62.56%
Communication Services
3.54%
Energy
1.40%
Industrials
13.22%
Information Technology
44.40%
Defensive
32.72%
Consumer Staples
1.38%
Health Care
18.25%
Utilities
13.09%
Not Classified
0.89%
Non Classified Equity
1.49%
Not Classified - Non Equity
-0.59%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 0.13%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 99.87%
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Bond Maturity Exposure

Short Term
4.48%
Less than 1 Year
4.48%
Intermediate
95.52%
1 to 3 Years
29.68%
3 to 5 Years
60.19%
5 to 10 Years
5.64%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of July 31, 2025
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