Asset Allocation

As of August 31, 2025.
Type % Net
Cash 2.22%
Stock 85.84%
Bond 0.47%
Convertible 0.00%
Preferred 0.41%
Other 11.06%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 85.16%    % Emerging Markets: 2.79%    % Unidentified Markets: 12.06%

Americas 62.45%
61.78%
Canada 25.33%
United States 36.45%
0.67%
Brazil 0.30%
Mexico 0.10%
Peru 0.02%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.42%
United Kingdom 3.76%
12.26%
Austria 0.06%
Belgium 0.05%
Denmark 0.28%
Finland 0.31%
France 3.09%
Germany 1.40%
Greece 0.03%
Ireland 1.75%
Italy 0.32%
Netherlands 2.20%
Norway 0.03%
Spain 0.48%
Sweden 0.39%
Switzerland 1.77%
0.04%
Poland 0.02%
Russia 0.00%
Turkey 0.01%
0.36%
Israel 0.11%
Saudi Arabia 0.02%
South Africa 0.13%
United Arab Emirates 0.10%
Greater Asia 9.08%
Japan 2.99%
0.64%
Australia 0.64%
3.35%
Hong Kong 0.66%
Singapore 0.41%
South Korea 0.63%
Taiwan 1.64%
2.10%
China 1.26%
India 0.73%
Indonesia 0.03%
Kazakhstan 0.01%
Malaysia 0.01%
Philippines 0.01%
Thailand 0.03%
Unidentified Region 12.06%

Stock Sector Exposure

Cyclical
32.66%
Materials
4.69%
Consumer Discretionary
8.61%
Financials
17.35%
Real Estate
2.01%
Sensitive
40.57%
Communication Services
5.06%
Energy
4.54%
Industrials
12.16%
Information Technology
18.81%
Defensive
14.24%
Consumer Staples
5.20%
Health Care
7.58%
Utilities
1.46%
Not Classified
12.53%
Non Classified Equity
0.41%
Not Classified - Non Equity
12.12%
As of August 31, 2025
View Region Exposure
Start Trial

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