Asset Allocation

As of August 31, 2025.
Type % Net
Cash 10.91%
Stock 52.04%
Bond 32.25%
Convertible 0.00%
Preferred 0.02%
Other 4.78%
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Market Capitalization

As of August 31, 2025
Large 87.48%
Mid 9.35%
Small 3.17%
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Region Exposure

% Developed Markets: 94.72%    % Emerging Markets: 0.05%    % Unidentified Markets: 5.23%

Americas 93.30%
92.77%
Canada 50.35%
United States 42.42%
0.53%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.24%
United Kingdom 0.33%
0.90%
France 0.13%
Ireland 0.50%
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 5.23%

Bond Credit Quality Exposure

AAA 14.31%
AA 25.44%
A 12.00%
BBB 36.72%
BB 3.93%
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 0.18%
Not Available 7.39%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
37.53%
Materials
2.89%
Consumer Discretionary
7.21%
Financials
22.46%
Real Estate
4.98%
Sensitive
25.11%
Communication Services
0.06%
Energy
11.97%
Industrials
7.80%
Information Technology
5.28%
Defensive
6.85%
Consumer Staples
2.75%
Health Care
1.50%
Utilities
2.60%
Not Classified
30.51%
Non Classified Equity
2.53%
Not Classified - Non Equity
27.98%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 34.70%
Corporate 52.78%
Securitized 1.74%
Municipal 3.40%
Other 7.38%
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Bond Maturity Exposure

Short Term
0.97%
Less than 1 Year
0.97%
Intermediate
74.08%
1 to 3 Years
25.39%
3 to 5 Years
12.64%
5 to 10 Years
36.05%
Long Term
23.85%
10 to 20 Years
3.46%
20 to 30 Years
11.67%
Over 30 Years
8.72%
Other
1.10%
As of August 31, 2025
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