Asset Allocation

As of August 31, 2025.
Type % Net
Cash 10.81%
Stock 55.30%
Bond 32.78%
Convertible 0.00%
Preferred 0.31%
Other 0.80%
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Market Capitalization

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

% Developed Markets: 90.95%    % Emerging Markets: 2.44%    % Unidentified Markets: 6.61%

Americas 72.71%
72.49%
Canada 6.69%
United States 65.80%
0.22%
Brazil -0.36%
Mexico 0.08%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.81%
United Kingdom 3.06%
6.89%
Austria 0.21%
Belgium 0.16%
Denmark 0.56%
Finland 0.31%
France 0.61%
Germany 3.01%
Greece 0.01%
Ireland 0.98%
Italy -0.53%
Netherlands 0.72%
Norway 0.09%
Portugal 0.05%
Spain 0.71%
Sweden -0.08%
Switzerland -0.03%
0.40%
Poland 0.32%
Turkey 0.08%
1.46%
Egypt 0.14%
Israel 0.99%
Nigeria 0.32%
United Arab Emirates 0.01%
Greater Asia 8.86%
Japan 4.84%
0.14%
Australia 0.48%
2.06%
Hong Kong 0.50%
Singapore -0.81%
South Korea 1.73%
Taiwan 0.74%
1.83%
China 0.70%
Philippines 0.03%
Thailand 1.10%
Unidentified Region 6.61%

Bond Credit Quality Exposure

AAA 0.08%
AA 90.17%
A 0.00%
BBB 0.12%
BB 0.70%
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 8.93%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
21.45%
Materials
5.80%
Consumer Discretionary
9.32%
Financials
9.19%
Real Estate
-2.85%
Sensitive
34.88%
Communication Services
2.95%
Energy
4.81%
Industrials
16.66%
Information Technology
10.45%
Defensive
30.26%
Consumer Staples
9.45%
Health Care
16.68%
Utilities
4.14%
Not Classified
13.41%
Non Classified Equity
5.64%
Not Classified - Non Equity
7.77%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 99.91%
Corporate 0.09%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
11.57%
Less than 1 Year
11.57%
Intermediate
73.88%
1 to 3 Years
73.06%
3 to 5 Years
0.00%
5 to 10 Years
0.82%
Long Term
8.89%
10 to 20 Years
-5.19%
20 to 30 Years
14.08%
Over 30 Years
0.00%
Other
5.65%
As of August 31, 2025
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