Asset Allocation

As of August 31, 2025.
Type % Net
Cash 6.47%
Stock 93.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.33%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 95.82%    % Emerging Markets: 3.85%    % Unidentified Markets: 0.33%

Americas 61.77%
57.91%
Canada 23.96%
United States 33.95%
3.85%
Mexico 3.85%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.89%
United Kingdom 4.66%
31.23%
France 7.90%
Italy 9.31%
Netherlands 3.44%
Spain 7.99%
Switzerland 2.59%
0.00%
0.00%
Greater Asia 2.02%
Japan 0.00%
2.02%
Australia 2.02%
0.00%
0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
2.63%
Materials
1.10%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
1.54%
Sensitive
47.95%
Communication Services
0.00%
Energy
15.70%
Industrials
32.25%
Information Technology
0.00%
Defensive
49.42%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
49.42%
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