Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.60%
Stock 97.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.12%
Other 1.48%
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Market Capitalization

As of August 31, 2025
Large 0.51%
Mid 25.04%
Small 74.45%
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Region Exposure

% Developed Markets: 98.93%    % Emerging Markets: 0.01%    % Unidentified Markets: 1.05%

Americas 11.44%
11.15%
Canada 10.59%
United States 0.56%
0.29%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.70%
United Kingdom 10.23%
40.36%
Austria 0.88%
Belgium 1.53%
Denmark 3.18%
Finland 2.46%
France 3.48%
Germany 4.16%
Ireland 0.71%
Italy 7.28%
Netherlands 2.23%
Norway 0.49%
Portugal 0.78%
Spain 4.15%
Sweden 2.71%
Switzerland 5.46%
0.00%
1.11%
Israel 1.10%
United Arab Emirates 0.01%
Greater Asia 35.81%
Japan 26.29%
7.11%
Australia 7.02%
2.40%
Hong Kong 1.72%
Singapore 0.68%
0.01%
China 0.00%
Unidentified Region 1.05%

Stock Sector Exposure

Cyclical
56.45%
Materials
18.30%
Consumer Discretionary
11.18%
Financials
24.65%
Real Estate
2.32%
Sensitive
31.85%
Communication Services
2.62%
Energy
5.83%
Industrials
20.49%
Information Technology
2.91%
Defensive
7.82%
Consumer Staples
4.56%
Health Care
2.17%
Utilities
1.10%
Not Classified
3.88%
Non Classified Equity
0.32%
Not Classified - Non Equity
3.56%
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