Asset Allocation

As of August 31, 2025.
Type % Net
Cash -0.25%
Stock 99.24%
Bond 0.30%
Convertible 0.00%
Preferred 0.00%
Other 0.71%
View Asset Allocation
Start Trial

Market Capitalization

As of August 31, 2025
Large 5.55%
Mid 51.76%
Small 42.69%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.90%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.10%

Americas 96.39%
95.60%
Canada 0.33%
United States 95.27%
0.79%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.51%
United Kingdom 0.95%
1.55%
Belgium 0.00%
Finland 0.05%
France 0.00%
Ireland 0.61%
Netherlands 0.14%
Sweden 0.00%
Switzerland 0.69%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 1.10%

Stock Sector Exposure

Cyclical
40.02%
Materials
5.23%
Consumer Discretionary
12.60%
Financials
15.35%
Real Estate
6.84%
Sensitive
38.71%
Communication Services
4.00%
Energy
5.58%
Industrials
17.40%
Information Technology
11.72%
Defensive
19.87%
Consumer Staples
4.72%
Health Care
9.14%
Utilities
6.01%
Not Classified
1.40%
Non Classified Equity
0.75%
Not Classified - Non Equity
0.66%
As of August 31, 2025
View Region Exposure
Start Trial

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