Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.06%
Stock 99.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Market Capitalization

As of August 31, 2025
Large 70.94%
Mid 15.38%
Small 13.69%
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Region Exposure

% Developed Markets: 95.23%    % Emerging Markets: 4.39%    % Unidentified Markets: 0.38%

Americas 2.05%
0.03%
Canada -0.21%
United States 0.25%
2.02%
Mexico 2.02%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.46%
United Kingdom 21.14%
45.32%
Denmark 3.37%
Finland 10.45%
France 4.24%
Germany 5.50%
Ireland 2.95%
Italy 2.32%
Norway 2.05%
Spain 5.67%
Switzerland 5.42%
0.00%
0.00%
Greater Asia 31.10%
Japan 14.06%
0.00%
14.67%
Hong Kong 4.38%
Singapore 4.90%
South Korea 3.80%
Taiwan 1.59%
2.37%
India 2.37%
Unidentified Region 0.38%

Stock Sector Exposure

Cyclical
45.24%
Materials
11.49%
Consumer Discretionary
7.49%
Financials
26.26%
Real Estate
0.00%
Sensitive
46.36%
Communication Services
0.00%
Energy
4.65%
Industrials
21.77%
Information Technology
19.94%
Defensive
8.41%
Consumer Staples
2.08%
Health Care
6.32%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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