Asset Allocation

As of August 31, 2025.
Type % Net
Cash 2.46%
Stock 84.89%
Bond 7.96%
Convertible 0.00%
Preferred 0.00%
Other 4.70%
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Market Capitalization

As of August 31, 2025
Large 74.03%
Mid 9.97%
Small 16.01%
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Region Exposure

% Developed Markets: 90.88%    % Emerging Markets: 0.00%    % Unidentified Markets: 9.12%

Americas 90.88%
87.57%
Canada 50.79%
United States 36.78%
3.32%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 9.12%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
46.09%
Materials
6.78%
Consumer Discretionary
11.51%
Financials
27.80%
Real Estate
0.00%
Sensitive
41.05%
Communication Services
6.06%
Energy
2.32%
Industrials
18.26%
Information Technology
14.41%
Defensive
8.57%
Consumer Staples
3.19%
Health Care
5.38%
Utilities
0.00%
Not Classified
4.29%
Non Classified Equity
4.29%
Not Classified - Non Equity
0.00%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 16.66%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 83.34%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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