Asset Allocation

As of August 31, 2025.
Type % Net
Cash 10.36%
Stock 52.83%
Bond 32.44%
Convertible 0.00%
Preferred 0.02%
Other 4.35%
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Market Capitalization

As of August 31, 2025
Large 87.54%
Mid 9.36%
Small 3.10%
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Region Exposure

% Developed Markets: 95.12%    % Emerging Markets: 0.05%    % Unidentified Markets: 4.83%

Americas 93.67%
93.14%
Canada 50.27%
United States 42.87%
0.53%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.26%
United Kingdom 0.34%
0.92%
France 0.13%
Ireland 0.51%
Italy 0.13%
Netherlands 0.05%
Spain 0.11%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.24%
Japan 0.21%
0.02%
Australia 0.02%
0.00%
Taiwan 0.00%
0.00%
Unidentified Region 4.83%

Bond Credit Quality Exposure

AAA 14.46%
AA 24.50%
A 12.19%
BBB 37.18%
BB 3.95%
B 0.04%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.17%
Not Available 7.52%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
37.46%
Materials
2.87%
Consumer Discretionary
7.25%
Financials
22.39%
Real Estate
4.95%
Sensitive
25.18%
Communication Services
0.06%
Energy
11.96%
Industrials
7.85%
Information Technology
5.31%
Defensive
6.91%
Consumer Staples
2.78%
Health Care
1.52%
Utilities
2.60%
Not Classified
30.45%
Non Classified Equity
2.55%
Not Classified - Non Equity
27.91%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 33.85%
Corporate 53.46%
Securitized 1.74%
Municipal 3.45%
Other 7.51%
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Bond Maturity Exposure

Short Term
0.99%
Less than 1 Year
0.99%
Intermediate
73.87%
1 to 3 Years
24.65%
3 to 5 Years
12.77%
5 to 10 Years
36.45%
Long Term
24.03%
10 to 20 Years
3.48%
20 to 30 Years
11.71%
Over 30 Years
8.84%
Other
1.11%
As of August 31, 2025
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