Asset Allocation

As of August 31, 2025.
Type % Net
Cash 23.39%
Stock 18.50%
Bond 56.10%
Convertible 0.00%
Preferred 0.00%
Other 2.01%
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Market Capitalization

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

% Developed Markets: 78.01%    % Emerging Markets: 0.01%    % Unidentified Markets: 21.98%

Americas 73.36%
72.05%
Canada 2.98%
United States 69.07%
1.31%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.79%
United Kingdom 0.68%
2.61%
Austria 0.00%
Belgium 0.01%
Denmark 0.03%
Finland 0.05%
France 0.28%
Germany 0.06%
Greece 1.58%
Ireland 0.06%
Italy 0.03%
Netherlands 0.10%
Norway 0.09%
Spain 0.03%
Sweden 0.27%
0.00%
0.50%
Israel 0.43%
United Arab Emirates 0.07%
Greater Asia 0.88%
Japan 0.18%
0.63%
Australia 0.63%
0.07%
Singapore 0.06%
0.00%
China 0.00%
Unidentified Region 21.98%

Bond Credit Quality Exposure

AAA 30.94%
AA 20.18%
A 12.17%
BBB 5.57%
BB 5.91%
B 12.21%
Below B 9.71%
    CCC 8.87%
    CC 0.83%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.72%
Not Available 2.60%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
18.28%
Materials
0.00%
Consumer Discretionary
7.22%
Financials
11.06%
Real Estate
0.00%
Sensitive
11.26%
Communication Services
0.00%
Energy
0.00%
Industrials
11.13%
Information Technology
0.12%
Defensive
20.21%
Consumer Staples
2.21%
Health Care
18.00%
Utilities
0.00%
Not Classified
50.25%
Non Classified Equity
22.31%
Not Classified - Non Equity
27.94%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 0.93%
Corporate 43.93%
Securitized 47.78%
Municipal 0.08%
Other 7.28%
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Bond Maturity Exposure

Short Term
3.63%
Less than 1 Year
3.63%
Intermediate
47.75%
1 to 3 Years
19.50%
3 to 5 Years
8.61%
5 to 10 Years
19.64%
Long Term
45.96%
10 to 20 Years
11.48%
20 to 30 Years
28.37%
Over 30 Years
6.11%
Other
2.66%
As of August 31, 2025
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