Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.71%
Stock 59.95%
Bond 37.58%
Convertible 0.00%
Preferred 0.14%
Other 0.62%
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Market Capitalization

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

% Developed Markets: 90.91%    % Emerging Markets: 6.45%    % Unidentified Markets: 2.64%

Americas 73.47%
71.43%
Canada 2.19%
United States 69.24%
2.05%
Argentina 0.14%
Brazil 0.32%
Chile 0.15%
Colombia 0.13%
Mexico 0.39%
Peru 0.20%
Venezuela 0.03%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.62%
United Kingdom 2.74%
8.79%
Austria 0.05%
Belgium 0.11%
Denmark 0.26%
Finland 0.15%
France 1.36%
Germany 1.38%
Greece 0.04%
Ireland 0.85%
Italy 0.50%
Netherlands 0.94%
Norway 0.14%
Portugal 0.02%
Spain 0.61%
Sweden 0.40%
Switzerland 1.51%
0.51%
Czech Republic 0.01%
Poland 0.12%
Turkey 0.20%
1.58%
Egypt 0.08%
Israel 0.20%
Nigeria 0.13%
Qatar 0.13%
Saudi Arabia 0.33%
South Africa 0.22%
United Arab Emirates 0.10%
Greater Asia 10.27%
Japan 3.49%
1.01%
Australia 0.97%
2.66%
Hong Kong 0.62%
Singapore 0.38%
South Korea 0.67%
Taiwan 0.99%
3.11%
China 1.40%
India 1.00%
Indonesia 0.31%
Kazakhstan 0.02%
Malaysia 0.11%
Philippines 0.19%
Thailand 0.07%
Unidentified Region 2.64%

Bond Credit Quality Exposure

AAA 2.25%
AA 30.10%
A 10.83%
BBB 19.08%
BB 9.88%
B 5.87%
Below B 1.20%
    CCC 1.09%
    CC 0.04%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 0.13%
Not Available 20.66%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
22.80%
Materials
3.07%
Consumer Discretionary
6.04%
Financials
10.82%
Real Estate
2.88%
Sensitive
29.00%
Communication Services
4.62%
Energy
3.88%
Industrials
7.05%
Information Technology
13.45%
Defensive
10.75%
Consumer Staples
3.31%
Health Care
5.36%
Utilities
2.07%
Not Classified
37.45%
Non Classified Equity
0.24%
Not Classified - Non Equity
37.21%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 38.13%
Corporate 41.10%
Securitized 18.61%
Municipal 0.23%
Other 1.93%
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Bond Maturity Exposure

Short Term
2.50%
Less than 1 Year
2.50%
Intermediate
60.83%
1 to 3 Years
17.45%
3 to 5 Years
20.82%
5 to 10 Years
22.56%
Long Term
36.02%
10 to 20 Years
7.70%
20 to 30 Years
26.51%
Over 30 Years
1.80%
Other
0.65%
As of August 31, 2025
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