Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.32%
Stock 96.07%
Bond 3.73%
Convertible 0.00%
Preferred 0.00%
Other -0.13%
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Market Capitalization

As of August 31, 2025
Large 73.41%
Mid 24.07%
Small 2.52%
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Region Exposure

% Developed Markets: 89.37%    % Emerging Markets: 10.78%    % Unidentified Markets: -0.15%

Americas 5.67%
5.67%
Canada 4.10%
United States 1.57%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.29%
United Kingdom 23.24%
39.05%
Belgium 0.67%
Denmark 1.34%
Finland 4.70%
France 4.92%
Germany 3.80%
Ireland 5.81%
Italy 4.98%
Netherlands 8.34%
Norway 1.61%
Switzerland 2.88%
0.00%
0.00%
Greater Asia 32.19%
Japan 13.44%
0.00%
7.97%
Singapore 1.55%
Taiwan 6.41%
10.78%
China 7.62%
India 2.64%
Kazakhstan 0.51%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
34.63%
Materials
3.11%
Consumer Discretionary
4.42%
Financials
27.10%
Real Estate
0.00%
Sensitive
53.87%
Communication Services
10.68%
Energy
2.59%
Industrials
28.47%
Information Technology
12.13%
Defensive
10.97%
Consumer Staples
2.21%
Health Care
8.77%
Utilities
0.00%
Not Classified
0.53%
Non Classified Equity
0.53%
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