Asset Allocation

As of July 31, 2026.
Type % Net
Cash 3.73%
Stock 55.76%
Bond 39.90%
Convertible 0.00%
Preferred 0.04%
Other 0.57%
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Market Capitalization

As of July 31, 2026
Large 84.06%
Mid 9.15%
Small 6.79%
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Region Exposure

% Developed Markets: 96.00%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.00%

Americas 95.71%
95.10%
Canada 93.54%
United States 1.56%
0.60%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.30%
United Kingdom 0.00%
0.30%
France 0.30%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.00%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.98%
A 26.63%
BBB 54.41%
BB 1.89%
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 1.91%
Not Available 13.18%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
53.82%
Materials
7.81%
Consumer Discretionary
1.50%
Financials
41.82%
Real Estate
2.70%
Sensitive
28.71%
Communication Services
1.84%
Energy
14.84%
Industrials
12.02%
Information Technology
0.00%
Defensive
11.65%
Consumer Staples
3.29%
Health Care
1.48%
Utilities
6.88%
Not Classified
5.82%
Non Classified Equity
5.82%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 4.87%
Corporate 79.42%
Securitized 0.00%
Municipal 0.00%
Other 15.72%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
60.37%
1 to 3 Years
25.01%
3 to 5 Years
11.56%
5 to 10 Years
23.80%
Long Term
39.63%
10 to 20 Years
8.17%
20 to 30 Years
17.79%
Over 30 Years
13.67%
Other
0.00%
As of July 31, 2026
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