Asset Allocation

As of February 28, 2025.
Type % Net
Cash 0.20%
Stock 100.3%
Bond 0.15%
Convertible 0.00%
Preferred 0.00%
Other -0.62%
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Market Capitalization

As of February 28, 2025
Large 28.45%
Mid 33.65%
Small 37.91%
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Region Exposure

% Developed Markets: 99.60%    % Emerging Markets: 0.22%    % Unidentified Markets: 0.18%

Americas 67.83%
67.82%
Canada 1.92%
United States 65.90%
0.01%
Mexico 0.01%
As of February 28, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.35%
United Kingdom 3.57%
8.42%
Belgium 0.71%
France 1.62%
Germany 2.08%
Italy 0.30%
Netherlands 0.29%
Norway 0.00%
Spain 0.47%
Sweden 1.72%
Switzerland 1.23%
0.00%
Turkey 0.00%
0.35%
Israel 0.35%
Greater Asia 19.64%
Japan 8.80%
5.73%
Australia 5.73%
5.11%
Hong Kong 2.28%
Singapore 2.83%
0.00%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
92.88%
Materials
0.00%
Consumer Discretionary
1.30%
Financials
0.00%
Real Estate
91.58%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.81%
Consumer Staples
0.00%
Health Care
0.81%
Utilities
0.00%
Not Classified
6.31%
Non Classified Equity
6.31%
Not Classified - Non Equity
0.00%
As of July 31, 2024
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available