Asset Allocation

As of February 28, 2025.
Type % Net
Cash 0.29%
Stock 100.9%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.16%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.3%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.33%

Americas 97.76%
97.65%
Canada 0.36%
United States 97.30%
0.10%
As of February 28, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.54%
United Kingdom 0.58%
1.96%
Ireland 1.57%
Netherlands 0.10%
Switzerland 0.28%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.00%
0.04%
Singapore 0.04%
0.00%
Unidentified Region -0.33%

Stock Sector Exposure

Cyclical
21.75%
Materials
2.21%
Consumer Discretionary
6.45%
Financials
10.94%
Real Estate
2.16%
Sensitive
54.23%
Communication Services
8.78%
Energy
3.52%
Industrials
8.08%
Information Technology
33.85%
Defensive
20.38%
Consumer Staples
5.77%
Health Care
12.21%
Utilities
2.39%
Not Classified
3.64%
Non Classified Equity
3.64%
Not Classified - Non Equity
0.00%
As of August 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