Asset Allocation

As of August 31, 2025.
Type % Net
Cash 2.63%
Stock 97.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of August 31, 2025
Large 25.59%
Mid 12.99%
Small 61.42%
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Region Exposure

% Developed Markets: 97.37%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.63%

Americas 94.41%
94.41%
United States 94.41%
0.00%
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 2.95%
Japan 2.95%
0.00%
0.00%
0.00%
Unidentified Region 2.63%

Stock Sector Exposure

Cyclical
34.34%
Materials
4.85%
Consumer Discretionary
18.68%
Financials
9.98%
Real Estate
0.82%
Sensitive
56.83%
Communication Services
4.28%
Energy
22.54%
Industrials
16.40%
Information Technology
13.61%
Defensive
8.83%
Consumer Staples
1.74%
Health Care
5.18%
Utilities
1.91%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of August 31, 2025
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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