Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.40%
Stock 97.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.75%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 91.94%    % Emerging Markets: 7.26%    % Unidentified Markets: 0.81%

Americas 7.74%
5.21%
Canada 4.14%
United States 1.06%
2.54%
Mexico 2.54%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.77%
United Kingdom 11.63%
12.88%
Belgium 3.75%
France 6.61%
Germany 0.13%
Ireland 0.13%
Italy 0.04%
Netherlands 0.68%
Spain 1.54%
0.84%
Turkey 0.84%
2.42%
Saudi Arabia 0.11%
South Africa 2.31%
Greater Asia 63.68%
Japan 21.06%
26.48%
Australia 24.97%
14.98%
Hong Kong 3.42%
Singapore 10.77%
South Korea 0.51%
Taiwan 0.28%
1.15%
India 0.21%
Malaysia 0.79%
Philippines 0.08%
Thailand 0.08%
Unidentified Region 0.81%

Stock Sector Exposure

Cyclical
89.98%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.03%
Real Estate
89.95%
Sensitive
0.00%
Communication Services
0.00%
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
10.02%
Non Classified Equity
6.70%
Not Classified - Non Equity
3.32%
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