Asset Allocation

As of August 31, 2025.
Type % Net
Cash 11.97%
Stock 53.25%
Bond 31.45%
Convertible 0.00%
Preferred 0.00%
Other 3.33%
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Market Capitalization

As of August 31, 2025
Large 82.60%
Mid 12.14%
Small 5.26%
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Region Exposure

% Developed Markets: 96.28%    % Emerging Markets: 0.05%    % Unidentified Markets: 3.67%

Americas 95.17%
94.63%
Canada 53.80%
United States 40.83%
0.54%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.08%
United Kingdom 0.32%
0.76%
France 0.04%
Ireland 0.50%
Italy 0.10%
Netherlands 0.04%
Spain 0.09%
0.00%
0.00%
Greater Asia 0.08%
Japan 0.06%
0.02%
Australia 0.02%
0.00%
Taiwan 0.00%
0.00%
Unidentified Region 3.67%

Bond Credit Quality Exposure

AAA 12.51%
AA 26.71%
A 12.44%
BBB 37.13%
BB 3.82%
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 0.14%
Not Available 7.26%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
39.69%
Materials
4.83%
Consumer Discretionary
7.04%
Financials
22.16%
Real Estate
5.67%
Sensitive
24.44%
Communication Services
0.05%
Energy
11.90%
Industrials
7.40%
Information Technology
5.08%
Defensive
7.62%
Consumer Staples
2.77%
Health Care
1.39%
Utilities
3.46%
Not Classified
28.26%
Non Classified Equity
2.47%
Not Classified - Non Equity
25.79%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 33.71%
Corporate 53.91%
Securitized 1.78%
Municipal 3.42%
Other 7.18%
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Bond Maturity Exposure

Short Term
0.84%
Less than 1 Year
0.84%
Intermediate
75.40%
1 to 3 Years
25.50%
3 to 5 Years
12.72%
5 to 10 Years
37.17%
Long Term
22.98%
10 to 20 Years
3.02%
20 to 30 Years
10.41%
Over 30 Years
9.55%
Other
0.78%
As of August 31, 2025
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