Asset Allocation

As of August 31, 2025.
Type % Net
Cash 3.74%
Stock 95.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
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Market Capitalization

As of August 31, 2025
Large 61.10%
Mid 19.30%
Small 19.60%
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Region Exposure

% Developed Markets: 86.03%    % Emerging Markets: 14.18%    % Unidentified Markets: -0.20%

Americas 52.81%
51.44%
Canada 7.62%
United States 43.82%
1.37%
Brazil 0.19%
Chile 0.30%
Mexico 0.21%
Peru 0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.32%
United Kingdom 0.08%
19.96%
Denmark 1.42%
France 1.42%
Germany 0.42%
Greece 1.64%
Ireland 0.85%
Italy 1.32%
Netherlands 3.44%
Norway -0.40%
Spain 2.76%
Sweden 1.21%
Switzerland 5.88%
0.41%
Turkey 0.06%
0.87%
Israel 0.87%
Greater Asia 26.08%
Japan 1.53%
1.27%
Australia 1.27%
10.21%
Hong Kong 0.68%
Singapore 0.83%
South Korea 2.26%
Taiwan 6.44%
13.07%
China 9.00%
India 0.96%
Indonesia 0.05%
Malaysia 0.43%
Thailand 2.62%
Unidentified Region -0.20%

Stock Sector Exposure

Cyclical
32.20%
Materials
0.76%
Consumer Discretionary
8.92%
Financials
22.27%
Real Estate
0.26%
Sensitive
46.22%
Communication Services
15.12%
Energy
5.25%
Industrials
8.65%
Information Technology
17.21%
Defensive
21.58%
Consumer Staples
5.75%
Health Care
15.82%
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