Asset Allocation

As of August 31, 2025.
Type % Net
Cash -29.46%
Stock 14.99%
Bond 85.51%
Convertible 0.00%
Preferred 0.00%
Other 28.96%
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Market Capitalization

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

% Developed Markets: 68.83%    % Emerging Markets: 0.26%    % Unidentified Markets: 30.92%

Americas 63.33%
63.05%
Canada 2.59%
United States 60.46%
0.28%
Mexico 0.13%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.34%
United Kingdom 1.11%
3.12%
Austria 0.11%
France 0.08%
Germany 0.09%
Ireland 1.59%
Netherlands -0.37%
Norway 0.02%
Spain 0.11%
Sweden 0.02%
Switzerland 1.21%
0.05%
Czech Republic 0.03%
Poland 0.02%
0.05%
Israel 0.00%
South Africa 0.05%
Greater Asia 1.42%
Japan 1.04%
0.48%
Australia 0.46%
-0.12%
Hong Kong 0.02%
Singapore -0.14%
0.03%
China 0.03%
Unidentified Region 30.92%

Bond Credit Quality Exposure

AAA 0.31%
AA 17.03%
A 15.76%
BBB 31.06%
BB 13.74%
B 5.69%
Below B 1.14%
    CCC 1.02%
    CC 0.09%
    C 0.03%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.32%
Not Available 11.94%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
36.42%
Materials
8.42%
Consumer Discretionary
6.79%
Financials
5.29%
Real Estate
15.92%
Sensitive
1.08%
Communication Services
1.66%
Energy
-1.56%
Industrials
5.96%
Information Technology
-4.98%
Defensive
13.63%
Consumer Staples
2.11%
Health Care
6.66%
Utilities
4.86%
Not Classified
48.86%
Non Classified Equity
-0.84%
Not Classified - Non Equity
49.70%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 14.98%
Corporate 81.91%
Securitized 2.85%
Municipal 0.00%
Other 0.27%
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Bond Maturity Exposure

Short Term
14.56%
Less than 1 Year
14.56%
Intermediate
51.05%
1 to 3 Years
9.26%
3 to 5 Years
13.05%
5 to 10 Years
28.75%
Long Term
34.21%
10 to 20 Years
21.69%
20 to 30 Years
12.52%
Over 30 Years
0.00%
Other
0.18%
As of August 31, 2025
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