Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.62%
Stock 98.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

As of August 31, 2025
Large 86.87%
Mid 10.83%
Small 2.30%
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Region Exposure

% Developed Markets: 69.34%    % Emerging Markets: 30.76%    % Unidentified Markets: -0.10%

Americas 1.62%
1.62%
Canada 0.31%
United States 1.31%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.33%
United Kingdom 2.47%
1.86%
Switzerland 1.86%
0.00%
0.00%
Greater Asia 94.14%
Japan 28.97%
6.61%
Australia 6.61%
27.80%
Hong Kong 3.30%
Singapore 7.88%
South Korea 4.23%
Taiwan 12.39%
30.76%
China 17.43%
India 9.44%
Indonesia 1.79%
Philippines 2.09%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
51.68%
Materials
7.65%
Consumer Discretionary
18.95%
Financials
25.07%
Real Estate
0.00%
Sensitive
36.45%
Communication Services
7.38%
Energy
0.00%
Industrials
7.98%
Information Technology
21.09%
Defensive
11.88%
Consumer Staples
7.64%
Health Care
4.24%
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