Asset Allocation

As of July 31, 2026.
Type % Net
Cash -0.10%
Stock 47.73%
Bond 51.91%
Convertible 0.00%
Preferred 0.00%
Other 0.46%
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Market Capitalization

As of July 31, 2026
Large 84.15%
Mid 10.86%
Small 4.99%
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Region Exposure

% Developed Markets: 99.95%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.05%

Americas 99.72%
99.25%
Canada 93.52%
United States 5.72%
0.48%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.23%
United Kingdom 0.00%
0.23%
France 0.14%
Ireland 0.07%
Switzerland 0.02%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.05%

Bond Credit Quality Exposure

AAA 23.58%
AA 21.49%
A 29.97%
BBB 15.62%
BB 0.01%
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 0.48%
Not Available 8.85%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
56.77%
Materials
7.80%
Consumer Discretionary
4.42%
Financials
42.40%
Real Estate
2.16%
Sensitive
30.98%
Communication Services
2.02%
Energy
13.37%
Industrials
11.62%
Information Technology
3.97%
Defensive
8.78%
Consumer Staples
4.89%
Health Care
0.98%
Utilities
2.92%
Not Classified
3.46%
Non Classified Equity
3.46%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 24.22%
Corporate 34.58%
Securitized 0.16%
Municipal 34.53%
Other 6.52%
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Bond Maturity Exposure

Short Term
2.69%
Less than 1 Year
2.69%
Intermediate
71.55%
1 to 3 Years
15.89%
3 to 5 Years
18.85%
5 to 10 Years
36.82%
Long Term
25.71%
10 to 20 Years
9.46%
20 to 30 Years
12.89%
Over 30 Years
3.36%
Other
0.05%
As of July 31, 2026
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