Asset Allocation

As of August 31, 2025.
Type % Net
Cash 2.35%
Stock 98.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.29%
Other -1.52%
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Market Capitalization

As of August 31, 2025
Large 84.64%
Mid 14.31%
Small 1.05%
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Region Exposure

% Developed Markets: 96.13%    % Emerging Markets: 0.61%    % Unidentified Markets: 3.26%

Americas 0.51%
0.46%
Canada 0.43%
United States 0.03%
0.05%
Mexico 0.02%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.93%
United Kingdom 13.87%
45.31%
Austria 0.37%
Belgium 0.89%
Denmark 1.83%
Finland 1.01%
France 8.31%
Germany 8.89%
Ireland 0.93%
Italy 2.85%
Netherlands 4.76%
Norway 0.72%
Portugal 0.18%
Spain 2.86%
Sweden 3.20%
Switzerland 8.34%
0.43%
Poland 0.43%
1.31%
Israel 1.31%
Greater Asia 35.30%
Japan 23.90%
7.46%
Australia 7.14%
3.85%
Hong Kong 2.09%
Singapore 1.72%
0.09%
China 0.09%
Unidentified Region 3.26%

Stock Sector Exposure

Cyclical
40.16%
Materials
5.32%
Consumer Discretionary
9.90%
Financials
23.12%
Real Estate
1.83%
Sensitive
34.13%
Communication Services
4.64%
Energy
3.22%
Industrials
18.30%
Information Technology
7.96%
Defensive
21.11%
Consumer Staples
7.53%
Health Care
10.40%
Utilities
3.18%
Not Classified
4.61%
Non Classified Equity
4.61%
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