Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.54%
Stock 99.66%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.21%
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Market Capitalization

As of August 31, 2025
Large 56.20%
Mid 37.73%
Small 6.07%
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Region Exposure

% Developed Markets: 87.48%    % Emerging Markets: 13.72%    % Unidentified Markets: -1.21%

Americas 75.72%
69.82%
Canada 5.51%
United States 64.30%
5.91%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.70%
United Kingdom 0.00%
8.70%
Denmark 0.56%
Germany 3.88%
Netherlands 3.09%
Switzerland 1.17%
0.00%
0.00%
Greater Asia 16.78%
Japan 0.00%
0.00%
8.97%
Singapore 7.07%
South Korea 0.00%
Taiwan 1.90%
7.82%
China 7.82%
Unidentified Region -1.21%

Stock Sector Exposure

Cyclical
35.86%
Materials
0.00%
Consumer Discretionary
30.57%
Financials
5.29%
Real Estate
0.00%
Sensitive
58.18%
Communication Services
3.91%
Energy
0.00%
Industrials
8.29%
Information Technology
45.98%
Defensive
5.96%
Consumer Staples
0.00%
Health Care
5.96%
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