Asset Allocation

As of August 31, 2025.
Type % Net
Cash -0.03%
Stock 98.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.50%
Other 1.12%
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Market Capitalization

As of August 31, 2025
Large 55.12%
Mid 25.02%
Small 19.86%
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Region Exposure

% Developed Markets: 98.97%    % Emerging Markets: 0.11%    % Unidentified Markets: 0.92%

Americas 10.67%
10.50%
Canada 10.36%
United States 0.15%
0.17%
Mexico 0.06%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.65%
United Kingdom 12.17%
48.53%
Austria 0.46%
Belgium 1.04%
Denmark 2.71%
Finland 2.09%
France 7.79%
Germany 8.09%
Ireland 1.04%
Italy 2.77%
Netherlands 5.67%
Norway 0.73%
Portugal 0.22%
Spain 3.30%
Sweden 3.83%
Switzerland 8.45%
0.00%
0.96%
Israel 0.95%
United Arab Emirates 0.00%
Greater Asia 26.76%
Japan 19.35%
5.71%
Australia 5.32%
1.66%
Hong Kong 0.85%
Singapore 0.79%
0.05%
China 0.04%
Malaysia 0.00%
Thailand 0.00%
Unidentified Region 0.92%

Stock Sector Exposure

Cyclical
42.60%
Materials
6.58%
Consumer Discretionary
11.44%
Financials
22.87%
Real Estate
1.72%
Sensitive
35.70%
Communication Services
5.03%
Energy
1.53%
Industrials
20.89%
Information Technology
8.25%
Defensive
17.29%
Consumer Staples
5.69%
Health Care
8.93%
Utilities
2.67%
Not Classified
4.40%
Non Classified Equity
0.44%
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