Asset Allocation

As of February 28, 2025.
Type % Net
Cash 0.81%
Stock 99.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.36%
Other -1.14%
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Market Capitalization

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

% Developed Markets: 100.00%    % Emerging Markets: 0.08%    % Unidentified Markets: -0.07%

Americas 0.75%
0.72%
Canada 0.72%
United States 0.00%
0.03%
As of February 28, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.10%
United Kingdom 14.36%
50.79%
Austria 0.20%
Belgium 0.73%
Denmark 2.73%
Finland 0.96%
France 10.40%
Germany 9.42%
Ireland 0.78%
Italy 2.64%
Netherlands 5.53%
Norway 0.58%
Portugal 0.14%
Spain 2.69%
Sweden 3.17%
Switzerland 10.14%
0.00%
0.95%
Israel 0.95%
Greater Asia 33.22%
Japan 22.40%
7.40%
Australia 7.10%
3.39%
Hong Kong 1.76%
Singapore 1.60%
0.04%
China 0.04%
Unidentified Region -0.07%

Stock Sector Exposure

Cyclical
39.01%
Materials
6.46%
Consumer Discretionary
10.84%
Financials
19.87%
Real Estate
1.83%
Sensitive
34.57%
Communication Services
4.19%
Energy
3.89%
Industrials
16.99%
Information Technology
9.50%
Defensive
26.08%
Consumer Staples
8.67%
Health Care
14.12%
Utilities
3.29%
Not Classified
0.34%
Non Classified Equity
0.34%
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