Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.28%
Stock 37.35%
Bond 60.27%
Convertible 0.00%
Preferred 2.01%
Other 0.10%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.54%    % Emerging Markets: 5.75%    % Unidentified Markets: 5.71%

Americas 69.52%
66.21%
Canada 5.12%
United States 61.09%
3.31%
Brazil 0.17%
Colombia 0.23%
Mexico 0.34%
Peru 0.65%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.14%
United Kingdom 2.91%
11.87%
Austria 0.27%
Belgium 0.12%
Denmark 0.10%
Finland 0.21%
France 1.50%
Germany 0.94%
Ireland 1.16%
Italy 0.57%
Netherlands 0.70%
Norway 0.46%
Spain 0.82%
Sweden 0.38%
Switzerland 1.62%
0.23%
Turkey 0.23%
1.13%
Egypt 0.18%
Israel 0.23%
Greater Asia 8.63%
Japan 3.20%
0.31%
Australia 0.31%
2.52%
Hong Kong 1.69%
Singapore 0.83%
2.60%
China 0.43%
India 1.25%
Indonesia 0.39%
Pakistan 0.18%
Philippines 0.18%
Unidentified Region 5.71%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.79%
BBB 14.10%
BB 40.00%
B 30.33%
Below B 5.37%
    CCC 3.81%
    CC 0.69%
    C 0.36%
    DDD 0.00%
    DD 0.00%
    D 0.50%
Not Rated 0.26%
Not Available 9.16%
Short Term 0.00%
As of August 31, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
27.28%
Materials
1.17%
Consumer Discretionary
5.12%
Financials
17.16%
Real Estate
3.83%
Sensitive
39.70%
Communication Services
5.50%
Energy
6.57%
Industrials
7.05%
Information Technology
20.58%
Defensive
18.19%
Consumer Staples
6.63%
Health Care
7.86%
Utilities
3.70%
Not Classified
14.83%
Non Classified Equity
14.83%
Not Classified - Non Equity
0.00%
As of August 31, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 8.10%
Corporate 82.95%
Securitized 1.71%
Municipal 0.00%
Other 7.24%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
8.27%
Less than 1 Year
8.27%
Intermediate
64.76%
1 to 3 Years
9.95%
3 to 5 Years
23.41%
5 to 10 Years
31.40%
Long Term
18.77%
10 to 20 Years
0.97%
20 to 30 Years
11.13%
Over 30 Years
6.67%
Other
8.21%
As of August 31, 2025
View Bond Maturity Exposure
Start Trial