Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.67%
Stock 99.28%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of August 31, 2025
Large 97.45%
Mid 1.75%
Small 0.79%
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Region Exposure

% Developed Markets: 99.95%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.05%

Americas 91.80%
91.80%
Canada 0.45%
United States 91.35%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.03%
United Kingdom 0.00%
3.03%
Netherlands 3.03%
0.00%
0.00%
Greater Asia 5.13%
Japan 0.00%
0.00%
5.13%
Taiwan 5.13%
0.00%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
27.63%
Materials
2.19%
Consumer Discretionary
11.97%
Financials
13.47%
Real Estate
0.00%
Sensitive
65.96%
Communication Services
19.90%
Energy
0.00%
Industrials
10.10%
Information Technology
35.97%
Defensive
6.41%
Consumer Staples
3.85%
Health Care
2.55%
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