Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.81%
Stock 98.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.29%
Other 0.31%
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Market Capitalization

As of August 31, 2025
Large 80.91%
Mid 18.00%
Small 1.10%
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Region Exposure

% Developed Markets: 99.61%    % Emerging Markets: 0.05%    % Unidentified Markets: 0.34%

Americas 10.63%
10.63%
Canada 9.54%
United States 1.08%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.08%
United Kingdom 12.45%
43.85%
Austria 0.17%
Belgium 0.81%
Denmark 1.54%
Finland 0.86%
France 9.00%
Germany 7.94%
Ireland 1.03%
Italy 2.11%
Netherlands 4.78%
Norway 0.70%
Portugal 0.15%
Spain 2.42%
Sweden 3.21%
Switzerland 9.05%
0.00%
0.77%
Israel 0.77%
Greater Asia 31.95%
Japan 21.70%
6.95%
Australia 6.57%
3.24%
Hong Kong 1.80%
Singapore 1.45%
0.05%
China 0.05%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
27.30%
Materials
4.49%
Consumer Discretionary
14.68%
Financials
8.01%
Real Estate
0.13%
Sensitive
44.08%
Communication Services
7.66%
Energy
6.37%
Industrials
21.41%
Information Technology
8.65%
Defensive
23.08%
Consumer Staples
9.68%
Health Care
11.55%
Utilities
1.85%
Not Classified
5.54%
Non Classified Equity
0.76%
Not Classified - Non Equity
4.77%
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