Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.13%
Stock 99.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of August 31, 2025
Large 24.63%
Mid 38.32%
Small 37.05%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.08%

Americas 65.59%
65.59%
Canada 3.40%
United States 62.19%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.39%
United Kingdom 3.29%
10.11%
Belgium 0.93%
France 1.70%
Germany 2.84%
Netherlands 1.93%
Norway 0.00%
Spain 2.70%
0.00%
0.00%
Greater Asia 20.94%
Japan 9.25%
7.09%
Australia 7.09%
4.60%
Hong Kong 1.65%
Singapore 2.94%
0.00%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
91.94%
Materials
0.00%
Consumer Discretionary
2.06%
Financials
0.00%
Real Estate
89.88%
Sensitive
2.63%
Communication Services
0.97%
Energy
0.00%
Industrials
0.00%
Information Technology
1.66%
Defensive
3.73%
Consumer Staples
0.00%
Health Care
3.73%
Utilities
0.00%
Not Classified
1.71%
Non Classified Equity
1.71%
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