Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.06%
Stock 93.18%
Bond 5.35%
Convertible 0.00%
Preferred 0.00%
Other 0.41%
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Market Capitalization

As of July 31, 2026
Large 91.74%
Mid 8.26%
Small 0.00%
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Region Exposure

% Developed Markets: 95.01%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.99%

Americas 94.86%
94.79%
Canada 0.01%
United States 94.78%
0.07%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.12%
United Kingdom 0.07%
0.05%
France 0.04%
Ireland 0.00%
Netherlands 0.00%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.03%
Japan 0.01%
0.01%
Australia 0.01%
0.01%
Singapore 0.00%
South Korea 0.01%
0.00%
Unidentified Region 4.99%

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
39.30%
Materials
3.62%
Consumer Discretionary
9.72%
Financials
25.97%
Real Estate
0.00%
Sensitive
38.18%
Communication Services
4.80%
Energy
2.09%
Industrials
15.39%
Information Technology
15.90%
Defensive
16.23%
Consumer Staples
3.64%
Health Care
12.59%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 3.35%
Corporate 10.19%
Securitized 31.82%
Municipal 0.00%
Other 54.63%
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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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