Asset Allocation

As of July 31, 2026.
Type % Net
Cash 7.22%
Stock 61.41%
Bond 31.61%
Convertible 0.00%
Preferred 0.00%
Other -0.24%
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Market Capitalization

As of July 31, 2026
Large 83.04%
Mid 14.21%
Small 2.75%
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Region Exposure

% Developed Markets: 112.6%    % Emerging Markets: 0.88%    % Unidentified Markets: -13.44%

Americas 106.7%
106.1%
Canada 0.78%
United States 105.3%
0.61%
Colombia 0.13%
Mexico 0.39%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.51%
United Kingdom 0.59%
4.92%
France 0.27%
Germany 0.21%
Ireland 2.72%
Netherlands 0.47%
Norway 0.10%
Spain 0.31%
Switzerland 0.09%
0.00%
0.00%
Greater Asia 1.22%
Japan 0.00%
0.45%
0.77%
Singapore 0.77%
0.00%
Unidentified Region -13.44%

Bond Credit Quality Exposure

AAA 10.53%
AA 54.31%
A 6.77%
BBB 18.69%
BB 2.96%
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 0.36%
Not Available 6.37%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
27.13%
Materials
1.75%
Consumer Discretionary
10.88%
Financials
12.72%
Real Estate
1.77%
Sensitive
58.12%
Communication Services
9.62%
Energy
3.34%
Industrials
8.25%
Information Technology
36.90%
Defensive
14.76%
Consumer Staples
3.62%
Health Care
9.03%
Utilities
2.10%
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 35.50%
Corporate 40.94%
Securitized 23.57%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
3.54%
Less than 1 Year
3.54%
Intermediate
38.35%
1 to 3 Years
5.07%
3 to 5 Years
13.85%
5 to 10 Years
19.43%
Long Term
58.11%
10 to 20 Years
9.02%
20 to 30 Years
43.91%
Over 30 Years
5.17%
Other
0.00%
As of July 31, 2026
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