Asset Allocation

As of July 31, 2025.
Type % Net
Cash 8.91%
Stock 85.04%
Bond 5.52%
Convertible 0.00%
Preferred 0.00%
Other 0.53%
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Market Capitalization

As of July 31, 2025
Large 12.06%
Mid 25.44%
Small 62.51%
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Region Exposure

% Developed Markets: 90.52%    % Emerging Markets: 0.00%    % Unidentified Markets: 9.48%

Americas 68.95%
68.95%
United States 68.95%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.56%
United Kingdom 6.56%
15.01%
Germany 13.40%
Netherlands 1.60%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 9.48%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
5.68%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
5.68%
Real Estate
0.00%
Sensitive
19.31%
Communication Services
0.00%
Energy
0.00%
Industrials
13.08%
Information Technology
6.22%
Defensive
60.43%
Consumer Staples
28.65%
Health Care
16.24%
Utilities
15.54%
Not Classified
14.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
14.58%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 100.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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