Asset Allocation

As of August 31, 2025.
Type % Net
Cash 6.67%
Stock 68.96%
Bond 23.88%
Convertible 0.00%
Preferred 0.00%
Other 0.48%
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Market Capitalization

As of August 31, 2025
Large 87.13%
Mid 10.46%
Small 2.42%
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Region Exposure

% Developed Markets: 93.33%    % Emerging Markets: 0.00%    % Unidentified Markets: 6.67%

Americas 90.20%
90.20%
Canada 1.16%
United States 89.04%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.13%
United Kingdom 0.00%
3.13%
Germany 0.45%
Ireland 1.86%
Switzerland 0.83%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 6.67%

Bond Credit Quality Exposure

AAA 8.75%
AA 16.91%
A 20.81%
BBB 49.18%
BB 2.61%
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 0.62%
Not Available 1.12%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
18.09%
Materials
0.00%
Consumer Discretionary
2.33%
Financials
11.05%
Real Estate
4.71%
Sensitive
54.60%
Communication Services
13.89%
Energy
4.13%
Industrials
18.63%
Information Technology
17.95%
Defensive
27.32%
Consumer Staples
6.29%
Health Care
16.68%
Utilities
4.34%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 7.46%
Corporate 55.88%
Securitized 0.00%
Municipal 17.59%
Other 19.07%
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Bond Maturity Exposure

Short Term
14.18%
Less than 1 Year
14.18%
Intermediate
77.86%
1 to 3 Years
29.92%
3 to 5 Years
9.07%
5 to 10 Years
38.87%
Long Term
4.68%
10 to 20 Years
1.18%
20 to 30 Years
0.00%
Over 30 Years
3.50%
Other
3.28%
As of August 31, 2025
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