Asset Allocation

As of August 31, 2025.
Type % Net
Cash -0.15%
Stock 99.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.61%
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Market Capitalization

As of August 31, 2025
Large 74.22%
Mid 17.39%
Small 8.39%
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Region Exposure

% Developed Markets: 95.85%    % Emerging Markets: 3.55%    % Unidentified Markets: 0.61%

Americas 28.01%
26.53%
Canada -0.19%
United States 26.72%
1.48%
Mexico 1.48%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.67%
United Kingdom 10.91%
31.75%
Denmark 3.33%
Finland 9.99%
France 2.87%
Germany 2.08%
Ireland 3.64%
Norway 1.27%
Switzerland 5.13%
0.00%
0.00%
Greater Asia 28.72%
Japan 13.65%
0.00%
13.00%
Hong Kong 4.51%
Singapore 4.12%
South Korea 3.22%
Taiwan 1.15%
2.07%
India 2.07%
Unidentified Region 0.61%

Stock Sector Exposure

Cyclical
42.64%
Materials
11.51%
Consumer Discretionary
10.45%
Financials
20.69%
Real Estate
0.00%
Sensitive
44.11%
Communication Services
3.49%
Energy
3.98%
Industrials
20.18%
Information Technology
16.46%
Defensive
13.25%
Consumer Staples
2.15%
Health Care
11.10%
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