Asset Allocation

As of July 31, 2026.
Type % Net
Cash 3.92%
Stock 89.89%
Bond 6.36%
Convertible 0.00%
Preferred 0.00%
Other -0.17%
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Market Capitalization

As of July 31, 2026
Large 1.04%
Mid 7.90%
Small 91.06%
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Region Exposure

% Developed Markets: 96.31%    % Emerging Markets: 0.52%    % Unidentified Markets: 3.17%

Americas 94.44%
90.83%
Canada 1.17%
United States 89.65%
3.61%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.22%
United Kingdom 0.45%
1.57%
France 0.14%
Ireland 1.14%
Sweden 0.28%
0.00%
0.20%
Israel 0.20%
Greater Asia 0.17%
Japan 0.00%
0.00%
0.17%
Singapore 0.17%
0.00%
Unidentified Region 3.17%

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
34.65%
Materials
3.84%
Consumer Discretionary
10.47%
Financials
15.78%
Real Estate
4.56%
Sensitive
39.01%
Communication Services
2.79%
Energy
3.93%
Industrials
18.85%
Information Technology
13.43%
Defensive
16.55%
Consumer Staples
4.15%
Health Care
11.12%
Utilities
1.29%
Not Classified
0.19%
Non Classified Equity
0.19%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 100.0%
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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