Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.00%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of August 31, 2025
Large 25.50%
Mid 38.23%
Small 36.27%
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Region Exposure

% Developed Markets: 97.80%    % Emerging Markets: 2.20%    % Unidentified Markets: 0.00%

Americas 75.40%
75.02%
Canada 1.06%
United States 73.96%
0.38%
Mexico 0.38%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.64%
United Kingdom 3.27%
3.46%
Belgium 0.95%
France 1.87%
Germany 0.03%
Ireland 0.03%
Italy 0.01%
Netherlands 0.14%
Spain 0.43%
0.25%
Turkey 0.25%
0.66%
Saudi Arabia 0.05%
South Africa 0.60%
Greater Asia 16.96%
Japan 5.38%
6.98%
Australia 6.67%
3.87%
Hong Kong 0.90%
Singapore 2.75%
South Korea 0.22%
Taiwan 0.00%
0.73%
India 0.39%
Malaysia 0.29%
Philippines 0.05%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
98.18%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.04%
Real Estate
98.14%
Sensitive
0.07%
Communication Services
0.07%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.75%
Non Classified Equity
1.75%
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