Asset Allocation

As of July 31, 2025.
Type % Net
Cash 9.80%
Stock 77.51%
Bond 22.30%
Convertible 0.00%
Preferred 1.04%
Other -10.65%
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Market Capitalization

As of July 31, 2025
Large 73.82%
Mid 21.37%
Small 4.81%
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Region Exposure

% Developed Markets: 68.03%    % Emerging Markets: 17.49%    % Unidentified Markets: 14.48%

Americas 23.64%
18.77%
Canada 11.80%
United States 6.97%
4.86%
Brazil 2.53%
Mexico 2.33%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.12%
United Kingdom 2.64%
23.48%
Germany 3.02%
Greece 2.65%
Italy 3.10%
Netherlands 1.39%
Norway 2.75%
Spain 2.63%
Sweden 3.75%
Switzerland 4.20%
0.00%
0.00%
Greater Asia 35.77%
Japan 7.52%
0.00%
15.61%
Singapore 1.48%
South Korea 9.40%
Taiwan 4.73%
12.63%
China 10.00%
Indonesia 2.62%
Unidentified Region 14.48%

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
39.88%
Materials
5.04%
Consumer Discretionary
22.55%
Financials
12.29%
Real Estate
0.00%
Sensitive
48.79%
Communication Services
11.50%
Energy
12.08%
Industrials
13.18%
Information Technology
12.03%
Defensive
8.92%
Consumer Staples
5.36%
Health Care
3.56%
Utilities
0.00%
Not Classified
2.41%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.41%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 3.30%
Corporate 0.01%
Securitized 0.00%
Municipal 0.00%
Other 96.69%
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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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