Asset Allocation

As of August 31, 2025.
Type % Net
Cash 7.06%
Stock 76.15%
Bond 12.28%
Convertible 0.00%
Preferred 0.00%
Other 4.50%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 84.30%    % Emerging Markets: 2.49%    % Unidentified Markets: 13.21%

Americas 70.34%
67.86%
Canada 1.79%
United States 66.07%
2.47%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.96%
United Kingdom 5.57%
2.13%
Germany 0.51%
Netherlands 1.62%
0.00%
6.27%
Israel 6.27%
Greater Asia 2.49%
Japan 0.00%
0.00%
0.00%
2.49%
India 2.49%
Unidentified Region 13.21%

Bond Credit Quality Exposure

AAA 0.00%
AA 24.56%
A 0.00%
BBB 0.00%
BB 1.32%
B 24.53%
Below B 1.09%
    CCC 1.09%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 48.50%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
22.87%
Materials
0.00%
Consumer Discretionary
6.91%
Financials
15.96%
Real Estate
0.00%
Sensitive
42.27%
Communication Services
8.73%
Energy
0.78%
Industrials
13.24%
Information Technology
19.52%
Defensive
14.86%
Consumer Staples
4.49%
Health Care
7.59%
Utilities
2.78%
Not Classified
20.00%
Non Classified Equity
2.77%
Not Classified - Non Equity
17.22%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 72.11%
Corporate 26.94%
Securitized 0.00%
Municipal 0.00%
Other 0.95%
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Bond Maturity Exposure

Short Term
59.40%
Less than 1 Year
59.40%
Intermediate
40.60%
1 to 3 Years
13.51%
3 to 5 Years
25.85%
5 to 10 Years
1.25%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of August 31, 2025
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