Asset Allocation

As of August 31, 2025.
Type % Net
Cash 4.17%
Stock 95.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.16%
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Market Capitalization

As of August 31, 2025
Large 86.80%
Mid 11.27%
Small 1.93%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.16%

Americas 56.13%
56.13%
Canada 5.54%
United States 50.59%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.33%
United Kingdom 13.73%
26.60%
Belgium 4.65%
France 4.11%
Germany 6.00%
Ireland 4.74%
Netherlands 5.26%
Switzerland 1.84%
0.00%
0.00%
Greater Asia 3.70%
Japan 2.23%
0.00%
1.48%
Taiwan 1.48%
0.00%
Unidentified Region -0.16%

Stock Sector Exposure

Cyclical
33.27%
Materials
1.33%
Consumer Discretionary
11.10%
Financials
13.76%
Real Estate
7.08%
Sensitive
30.73%
Communication Services
3.24%
Energy
4.90%
Industrials
8.68%
Information Technology
13.91%
Defensive
36.01%
Consumer Staples
12.67%
Health Care
18.86%
Utilities
4.48%
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