Asset Allocation

As of August 31, 2025.
Type % Net
Cash 3.15%
Stock 96.44%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.41%
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Market Capitalization

As of August 31, 2025
Large 56.82%
Mid 30.96%
Small 12.22%
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Region Exposure

% Developed Markets: 99.59%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.41%

Americas 36.91%
34.56%
Canada 0.35%
United States 34.22%
2.35%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.21%
United Kingdom 15.58%
37.63%
Denmark 1.06%
Finland 1.44%
France 12.81%
Germany 2.52%
Ireland 6.50%
Italy 2.18%
Netherlands 3.71%
Spain 3.28%
Sweden 0.63%
Switzerland 3.51%
0.00%
0.00%
Greater Asia 9.47%
Japan 7.14%
0.00%
2.33%
Singapore 0.59%
South Korea 1.74%
0.00%
Unidentified Region 0.41%

Stock Sector Exposure

Cyclical
36.95%
Materials
6.13%
Consumer Discretionary
2.99%
Financials
27.83%
Real Estate
0.00%
Sensitive
39.43%
Communication Services
3.39%
Energy
7.05%
Industrials
21.48%
Information Technology
7.52%
Defensive
23.62%
Consumer Staples
9.84%
Health Care
11.55%
Utilities
2.24%
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