Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.85%
Stock 17.77%
Bond 26.26%
Convertible 0.00%
Preferred 0.10%
Other 53.02%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 37.61%    % Emerging Markets: 5.84%    % Unidentified Markets: 56.55%

Americas 28.79%
26.39%
Canada 0.65%
United States 25.74%
2.39%
Argentina 0.14%
Brazil 0.57%
Chile 0.20%
Colombia 0.23%
Mexico 0.47%
Peru 0.10%
Venezuela 0.05%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.52%
United Kingdom 1.87%
5.37%
Austria 0.13%
Denmark 0.08%
Finland 0.09%
France 1.05%
Germany 1.04%
Ireland 0.26%
Italy 0.37%
Netherlands 0.91%
Norway 0.09%
Portugal 0.14%
Spain 0.09%
Sweden 0.23%
Switzerland 0.65%
0.47%
Czech Republic 0.00%
Poland 0.06%
Russia 0.00%
Turkey 0.14%
0.81%
Egypt 0.10%
Israel 0.01%
Nigeria 0.01%
Qatar 0.05%
Saudi Arabia 0.15%
South Africa 0.14%
United Arab Emirates 0.04%
Greater Asia 6.14%
Japan 1.82%
0.30%
Australia 0.16%
1.63%
Hong Kong 0.33%
Singapore 0.18%
South Korea 0.45%
Taiwan 0.67%
2.39%
China 0.72%
India 0.73%
Indonesia 0.29%
Kazakhstan 0.02%
Malaysia 0.14%
Pakistan 0.02%
Philippines 0.11%
Thailand 0.18%
Unidentified Region 56.55%

Bond Credit Quality Exposure

AAA 1.47%
AA 63.87%
A 1.23%
BBB 5.72%
BB 10.51%
B 6.91%
Below B 2.77%
    CCC 2.65%
    CC 0.09%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.34%
Not Available 7.18%
Short Term 0.00%
As of July 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
7.03%
Materials
0.73%
Consumer Discretionary
1.88%
Financials
4.03%
Real Estate
0.38%
Sensitive
8.19%
Communication Services
1.18%
Energy
0.67%
Industrials
2.61%
Information Technology
3.73%
Defensive
3.34%
Consumer Staples
1.22%
Health Care
1.69%
Utilities
0.44%
Not Classified
81.44%
Non Classified Equity
0.02%
Not Classified - Non Equity
81.42%
As of July 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 80.09%
Corporate 16.80%
Securitized 1.27%
Municipal 0.24%
Other 1.60%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
11.24%
Less than 1 Year
11.24%
Intermediate
70.66%
1 to 3 Years
25.14%
3 to 5 Years
32.27%
5 to 10 Years
13.25%
Long Term
17.78%
10 to 20 Years
8.60%
20 to 30 Years
8.72%
Over 30 Years
0.46%
Other
0.31%
As of July 31, 2025
View Bond Maturity Exposure
Start Trial