Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.71%
Stock 99.15%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
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Market Capitalization

As of August 31, 2025
Large 79.75%
Mid 18.50%
Small 1.75%
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Region Exposure

% Developed Markets: 99.75%    % Emerging Markets: 0.11%    % Unidentified Markets: 0.14%

Americas 11.67%
11.67%
Canada 10.45%
United States 1.21%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.10%
United Kingdom 11.75%
44.53%
Austria 0.17%
Belgium 0.74%
Denmark 1.58%
Finland 0.65%
France 7.79%
Germany 9.82%
Ireland 0.96%
Italy 2.98%
Netherlands 4.77%
Norway 0.60%
Portugal 0.10%
Spain 2.38%
Sweden 3.06%
Switzerland 8.69%
0.00%
0.83%
Israel 0.83%
Greater Asia 31.09%
Japan 21.38%
7.08%
Australia 6.68%
2.52%
Hong Kong 1.52%
Singapore 1.00%
0.11%
China 0.11%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
29.25%
Materials
5.51%
Consumer Discretionary
14.48%
Financials
9.08%
Real Estate
0.17%
Sensitive
43.19%
Communication Services
4.40%
Energy
1.38%
Industrials
25.94%
Information Technology
11.46%
Defensive
23.64%
Consumer Staples
10.30%
Health Care
11.83%
Utilities
1.51%
Not Classified
3.93%
Non Classified Equity
0.22%
Not Classified - Non Equity
3.71%
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