Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.79%
Stock 86.70%
Bond 8.94%
Convertible 0.00%
Preferred 0.42%
Other 3.15%
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Market Capitalization

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

% Developed Markets: 89.63%    % Emerging Markets: 6.90%    % Unidentified Markets: 3.46%

Americas 65.07%
63.13%
Canada 2.55%
United States 60.58%
1.94%
Argentina 0.04%
Brazil 0.54%
Chile 0.06%
Colombia 0.04%
Mexico 0.48%
Peru 0.09%
Venezuela 0.01%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.24%
United Kingdom 4.12%
11.93%
Austria 0.06%
Belgium 0.24%
Denmark 0.44%
Finland 0.20%
France 2.08%
Germany 1.92%
Greece 0.15%
Ireland 1.43%
Italy 0.69%
Netherlands 1.52%
Norway 0.17%
Portugal 0.02%
Spain 0.64%
Sweden 0.31%
Switzerland 1.77%
0.25%
Czech Republic 0.01%
Poland 0.11%
Turkey 0.08%
0.94%
Egypt 0.02%
Israel 0.16%
Nigeria 0.04%
Qatar 0.05%
Saudi Arabia 0.25%
South Africa 0.20%
United Arab Emirates 0.09%
Greater Asia 14.22%
Japan 4.12%
0.77%
Australia 0.76%
4.78%
Hong Kong 0.73%
Singapore 0.60%
South Korea 1.49%
Taiwan 1.95%
4.55%
China 2.31%
India 1.73%
Indonesia 0.28%
Kazakhstan 0.01%
Malaysia 0.09%
Philippines 0.06%
Thailand 0.07%
Unidentified Region 3.46%

Bond Credit Quality Exposure

AAA 2.05%
AA 12.82%
A 4.73%
BBB 15.75%
BB 14.02%
B 7.90%
Below B 1.66%
    CCC 1.50%
    CC 0.06%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.10%
Not Rated 0.12%
Not Available 40.96%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
32.04%
Materials
3.63%
Consumer Discretionary
10.50%
Financials
16.14%
Real Estate
1.77%
Sensitive
43.85%
Communication Services
7.61%
Energy
3.91%
Industrials
11.52%
Information Technology
20.81%
Defensive
14.30%
Consumer Staples
4.52%
Health Care
7.45%
Utilities
2.34%
Not Classified
9.81%
Non Classified Equity
0.23%
Not Classified - Non Equity
9.57%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 47.46%
Corporate 30.63%
Securitized 20.82%
Municipal 0.04%
Other 1.05%
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Bond Maturity Exposure

Short Term
13.15%
Less than 1 Year
13.15%
Intermediate
38.41%
1 to 3 Years
2.80%
3 to 5 Years
11.77%
5 to 10 Years
23.83%
Long Term
47.38%
10 to 20 Years
6.96%
20 to 30 Years
37.77%
Over 30 Years
2.65%
Other
1.06%
As of August 31, 2025
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