Asset Allocation

As of August 31, 2025.
Type % Net
Cash 2.80%
Stock 46.33%
Bond 46.90%
Convertible 0.00%
Preferred 0.23%
Other 3.74%
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Market Capitalization

As of August 31, 2025
Large 81.77%
Mid 14.00%
Small 4.23%
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Region Exposure

% Developed Markets: 88.22%    % Emerging Markets: 2.66%    % Unidentified Markets: 9.13%

Americas 74.45%
72.78%
Canada 49.09%
United States 23.69%
1.67%
Chile 0.61%
Mexico 1.06%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.16%
United Kingdom 1.73%
9.42%
France 2.11%
Germany 2.22%
Italy 1.13%
Netherlands 2.24%
Switzerland 1.72%
0.00%
0.00%
Greater Asia 5.26%
Japan 4.28%
0.00%
0.00%
0.98%
India 0.98%
Unidentified Region 9.13%

Bond Credit Quality Exposure

AAA 30.44%
AA 3.86%
A 19.22%
BBB 18.96%
BB 1.05%
B 6.82%
Below B 3.54%
    CCC 3.31%
    CC 0.23%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.95%
Not Available 15.17%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
16.06%
Materials
0.00%
Consumer Discretionary
2.62%
Financials
11.42%
Real Estate
2.03%
Sensitive
11.55%
Communication Services
3.29%
Energy
0.00%
Industrials
5.75%
Information Technology
2.52%
Defensive
18.15%
Consumer Staples
10.36%
Health Care
5.17%
Utilities
2.62%
Not Classified
54.23%
Non Classified Equity
1.70%
Not Classified - Non Equity
52.53%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 27.96%
Corporate 57.85%
Securitized 0.33%
Municipal 0.00%
Other 13.85%
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Bond Maturity Exposure

Short Term
4.59%
Less than 1 Year
4.59%
Intermediate
83.66%
1 to 3 Years
23.97%
3 to 5 Years
28.22%
5 to 10 Years
31.47%
Long Term
11.75%
10 to 20 Years
0.18%
20 to 30 Years
0.91%
Over 30 Years
10.66%
Other
0.00%
As of August 31, 2025
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