Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.92%
Stock 96.87%
Bond 0.41%
Convertible 0.00%
Preferred 0.57%
Other 0.23%
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Market Capitalization

As of August 31, 2025
Large 62.59%
Mid 27.11%
Small 10.30%
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Region Exposure

% Developed Markets: 81.80%    % Emerging Markets: 14.39%    % Unidentified Markets: 3.81%

Americas 11.17%
8.13%
Canada 6.17%
United States 1.95%
3.04%
Brazil 1.38%
Chile 0.06%
Colombia 0.00%
Mexico 0.61%
Peru 0.16%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.03%
United Kingdom 10.55%
34.11%
Austria 0.05%
Belgium 0.22%
Denmark 1.21%
Finland 1.53%
France 6.81%
Germany 6.34%
Greece 0.24%
Ireland 1.53%
Italy 3.21%
Netherlands 2.86%
Norway 1.00%
Portugal 0.33%
Spain 1.56%
Sweden 2.05%
Switzerland 4.66%
0.15%
Czech Republic 0.00%
Poland 0.09%
Turkey 0.04%
1.22%
Egypt 0.00%
Israel 0.61%
Qatar 0.02%
Saudi Arabia 0.22%
South Africa 0.27%
United Arab Emirates 0.08%
Greater Asia 38.99%
Japan 14.31%
2.27%
Australia 2.21%
11.42%
Hong Kong 1.93%
Singapore 0.87%
South Korea 4.20%
Taiwan 4.41%
10.98%
China 4.04%
India 5.75%
Indonesia 0.73%
Malaysia 0.04%
Philippines 0.18%
Thailand 0.14%
Unidentified Region 3.81%

Stock Sector Exposure

Cyclical
40.22%
Materials
7.29%
Consumer Discretionary
9.43%
Financials
21.89%
Real Estate
1.61%
Sensitive
41.21%
Communication Services
3.63%
Energy
4.11%
Industrials
19.32%
Information Technology
14.16%
Defensive
16.41%
Consumer Staples
5.07%
Health Care
8.07%
Utilities
3.27%
Not Classified
2.16%
Non Classified Equity
1.91%
Not Classified - Non Equity
0.25%
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