Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.40%
Stock 99.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of August 31, 2025
Large 89.19%
Mid 10.46%
Small 0.35%
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Region Exposure

% Developed Markets: 99.34%    % Emerging Markets: 0.70%    % Unidentified Markets: -0.05%

Americas 96.87%
96.16%
Canada 1.63%
United States 94.53%
0.70%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.02%
United Kingdom 1.87%
1.15%
Ireland 0.45%
Netherlands 0.70%
0.00%
0.00%
Greater Asia 0.16%
Japan 0.00%
0.16%
Australia 0.16%
0.00%
0.00%
Unidentified Region -0.05%

Stock Sector Exposure

Cyclical
14.96%
Materials
1.27%
Consumer Discretionary
13.31%
Financials
0.38%
Real Estate
0.00%
Sensitive
73.95%
Communication Services
15.42%
Energy
0.50%
Industrials
3.67%
Information Technology
54.35%
Defensive
10.88%
Consumer Staples
4.95%
Health Care
4.57%
Utilities
1.36%
Not Classified
0.21%
Non Classified Equity
0.21%
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