Asset Allocation

As of August 31, 2025.
Type % Net
Cash -0.01%
Stock 99.69%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.32%
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Market Capitalization

As of August 31, 2025
Large 73.06%
Mid 18.32%
Small 8.62%
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Region Exposure

% Developed Markets: 95.32%    % Emerging Markets: 4.36%    % Unidentified Markets: 0.32%

Americas 27.77%
25.75%
Canada -0.06%
United States 25.80%
2.02%
Mexico 2.02%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.35%
United Kingdom 10.95%
30.40%
Denmark 3.03%
Finland 9.55%
France 2.88%
Germany 2.06%
Ireland 3.40%
Norway 1.26%
Switzerland 5.01%
0.00%
0.00%
Greater Asia 30.56%
Japan 14.82%
0.00%
13.40%
Hong Kong 4.56%
Singapore 4.01%
South Korea 3.17%
Taiwan 1.65%
2.34%
India 2.34%
Unidentified Region 0.32%

Stock Sector Exposure

Cyclical
42.07%
Materials
11.50%
Consumer Discretionary
10.04%
Financials
20.54%
Real Estate
0.00%
Sensitive
44.84%
Communication Services
3.55%
Energy
4.03%
Industrials
19.81%
Information Technology
17.45%
Defensive
13.09%
Consumer Staples
2.13%
Health Care
10.96%
Utilities
0.00%
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