Asset Allocation

As of August 31, 2025.
Type % Net
Cash 28.84%
Stock 53.77%
Bond 11.13%
Convertible 0.00%
Preferred 0.00%
Other 6.27%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 60.57%    % Emerging Markets: 0.44%    % Unidentified Markets: 38.98%

Americas 59.06%
57.46%
Canada 0.47%
United States 56.99%
1.60%
Colombia 0.03%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.36%
United Kingdom 0.57%
0.64%
Belgium 0.04%
France 0.08%
Ireland 0.20%
Italy 0.01%
Sweden 0.05%
Switzerland 0.17%
0.00%
0.14%
Israel 0.09%
United Arab Emirates 0.05%
Greater Asia 0.60%
Japan 0.00%
0.22%
Australia 0.22%
0.08%
Singapore 0.08%
0.29%
India 0.06%
Thailand 0.24%
Unidentified Region 38.98%

Bond Credit Quality Exposure

AAA 0.00%
AA 25.28%
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 74.72%
Short Term 0.00%
As of August 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
28.94%
Materials
3.03%
Consumer Discretionary
7.69%
Financials
13.99%
Real Estate
4.23%
Sensitive
29.02%
Communication Services
1.98%
Energy
3.52%
Industrials
12.80%
Information Technology
10.72%
Defensive
15.37%
Consumer Staples
1.66%
Health Care
11.39%
Utilities
2.32%
Not Classified
26.68%
Non Classified Equity
0.29%
Not Classified - Non Equity
26.39%
As of August 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 98.70%
Corporate 1.08%
Securitized 0.07%
Municipal 0.15%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
91.09%
Less than 1 Year
91.09%
Intermediate
8.91%
1 to 3 Years
8.89%
3 to 5 Years
0.01%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of August 31, 2025
View Bond Maturity Exposure
Start Trial