Asset Allocation

As of August 31, 2025.
Type % Net
Cash 11.40%
Stock 64.12%
Bond 18.36%
Convertible 0.00%
Preferred 2.96%
Other 3.17%
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Market Capitalization

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

% Developed Markets: 42.79%    % Emerging Markets: 41.81%    % Unidentified Markets: 15.40%

Americas 37.99%
19.07%
United States 19.07%
18.92%
Brazil 8.09%
Chile 0.43%
Mexico 7.36%
Peru 3.04%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.62%
United Kingdom 1.20%
4.44%
Greece 0.24%
Portugal 0.10%
0.00%
7.97%
Israel 0.21%
Saudi Arabia 1.53%
South Africa 0.94%
United Arab Emirates 5.30%
Greater Asia 32.99%
Japan 0.00%
0.00%
12.57%
Singapore 0.28%
South Korea 7.73%
Taiwan 4.55%
20.42%
China 11.47%
India 7.79%
Thailand 1.16%
Unidentified Region 15.40%

Bond Credit Quality Exposure

AAA 0.00%
AA 16.87%
A 0.00%
BBB 0.00%
BB 0.00%
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 0.00%
Not Available 83.13%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
34.81%
Materials
12.65%
Consumer Discretionary
2.15%
Financials
18.30%
Real Estate
1.71%
Sensitive
33.69%
Communication Services
13.40%
Energy
3.58%
Industrials
3.96%
Information Technology
12.75%
Defensive
12.27%
Consumer Staples
7.88%
Health Care
4.39%
Utilities
0.00%
Not Classified
19.23%
Non Classified Equity
0.60%
Not Classified - Non Equity
18.63%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 79.56%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 20.44%
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Bond Maturity Exposure

Short Term
72.20%
Less than 1 Year
72.20%
Intermediate
7.36%
1 to 3 Years
7.36%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
20.44%
10 to 20 Years
0.00%
20 to 30 Years
20.44%
Over 30 Years
0.00%
Other
0.00%
As of August 31, 2025
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