Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.54%
Stock 97.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.38%
Other 0.45%
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Market Capitalization

As of August 31, 2025
Large 49.56%
Mid 26.01%
Small 24.43%
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Region Exposure

% Developed Markets: 99.59%    % Emerging Markets: 0.14%    % Unidentified Markets: 0.27%

Americas 13.37%
13.19%
Canada 11.25%
United States 1.94%
0.18%
Mexico 0.05%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.29%
United Kingdom 11.41%
42.63%
Austria 0.63%
Belgium 1.18%
Denmark 2.18%
Finland 1.66%
France 6.79%
Germany 8.03%
Greece 0.00%
Ireland 0.79%
Italy 3.22%
Netherlands 3.56%
Norway 0.62%
Portugal 0.34%
Spain 2.87%
Sweden 2.69%
Switzerland 7.65%
0.00%
1.24%
Israel 1.23%
South Africa 0.01%
United Arab Emirates 0.00%
Greater Asia 31.07%
Japan 21.92%
6.36%
Australia 6.07%
2.71%
Hong Kong 1.54%
Singapore 1.12%
Taiwan 0.02%
0.08%
China 0.06%
Malaysia 0.01%
Unidentified Region 0.27%

Stock Sector Exposure

Cyclical
43.36%
Materials
9.84%
Consumer Discretionary
11.04%
Financials
20.83%
Real Estate
1.65%
Sensitive
35.88%
Communication Services
4.41%
Energy
6.56%
Industrials
18.55%
Information Technology
6.36%
Defensive
16.40%
Consumer Staples
6.30%
Health Care
7.00%
Utilities
3.11%
Not Classified
4.36%
Non Classified Equity
0.40%
Not Classified - Non Equity
3.96%
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