Asset Allocation

As of August 31, 2026.
Type % Net
Cash 1.66%
Stock 98.34%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of August 31, 2026
Large 79.63%
Mid 16.69%
Small 3.68%
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Region Exposure

% Developed Markets: 95.30%    % Emerging Markets: 3.03%    % Unidentified Markets: 1.66%

Americas 67.12%
64.44%
Canada 1.41%
United States 63.03%
2.68%
Brazil 1.22%
As of August 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.10%
United Kingdom 6.57%
7.53%
Germany 1.09%
Ireland 1.90%
Netherlands 2.20%
Sweden 2.35%
0.00%
0.00%
Greater Asia 17.12%
Japan 5.21%
1.71%
Australia 1.71%
8.38%
Singapore 1.22%
South Korea 1.78%
Taiwan 5.39%
1.81%
China 1.81%
Unidentified Region 1.66%

Stock Sector Exposure

Cyclical
34.09%
Materials
3.57%
Consumer Discretionary
15.43%
Financials
12.99%
Real Estate
2.10%
Sensitive
51.98%
Communication Services
3.68%
Energy
7.00%
Industrials
9.44%
Information Technology
31.87%
Defensive
13.93%
Consumer Staples
1.45%
Health Care
12.48%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of August 31, 2026
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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