Asset Allocation

As of July 31, 2026.
Type % Net
Cash 5.22%
Stock 50.61%
Bond 42.35%
Convertible 0.00%
Preferred 0.03%
Other 1.79%
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Market Capitalization

As of July 31, 2026
Large 79.53%
Mid 15.86%
Small 4.61%
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Region Exposure

% Developed Markets: 88.51%    % Emerging Markets: 9.01%    % Unidentified Markets: 2.48%

Americas 65.61%
61.80%
Canada 2.91%
United States 58.89%
3.81%
Brazil 2.29%
Chile 0.35%
Mexico 0.25%
Peru 0.03%
Venezuela 0.74%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.53%
United Kingdom 3.78%
17.04%
Austria 0.15%
Belgium 0.32%
Denmark 0.39%
Finland 0.21%
France 3.61%
Germany 3.75%
Greece 0.13%
Ireland 0.64%
Italy 1.60%
Netherlands 1.75%
Norway 0.10%
Portugal 0.16%
Spain 1.80%
Sweden 0.48%
Switzerland 1.59%
0.52%
Czech Republic 0.04%
Poland 0.08%
0.19%
Israel 0.16%
South Africa 0.01%
United Arab Emirates 0.02%
Greater Asia 10.39%
Japan 2.71%
2.25%
Australia 1.93%
0.92%
Hong Kong 0.28%
Singapore 0.48%
South Korea 0.15%
4.51%
China 3.90%
Indonesia 0.13%
Malaysia 0.27%
Thailand 0.21%
Unidentified Region 2.48%

Bond Credit Quality Exposure

AAA 10.86%
AA 33.07%
A 20.62%
BBB 9.00%
BB 5.50%
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 20.95%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
29.75%
Materials
2.96%
Consumer Discretionary
8.71%
Financials
16.60%
Real Estate
1.48%
Sensitive
45.42%
Communication Services
6.56%
Energy
3.56%
Industrials
9.13%
Information Technology
26.16%
Defensive
17.66%
Consumer Staples
4.47%
Health Care
10.90%
Utilities
2.29%
Not Classified
0.26%
Non Classified Equity
0.26%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 68.07%
Corporate 18.37%
Securitized 11.81%
Municipal 1.56%
Other 0.20%
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Bond Maturity Exposure

Short Term
3.17%
Less than 1 Year
3.17%
Intermediate
69.95%
1 to 3 Years
20.58%
3 to 5 Years
15.73%
5 to 10 Years
33.63%
Long Term
26.83%
10 to 20 Years
10.86%
20 to 30 Years
14.40%
Over 30 Years
1.56%
Other
0.05%
As of July 31, 2026
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