Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.76%
Stock 91.83%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 7.41%
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Market Capitalization

As of August 31, 2025
Large 89.17%
Mid 10.03%
Small 0.80%
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Region Exposure

% Developed Markets: 92.21%    % Emerging Markets: 0.95%    % Unidentified Markets: 6.85%

Americas 4.49%
3.54%
Canada 0.97%
United States 2.57%
0.95%
Brazil 0.95%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.32%
United Kingdom 15.44%
43.76%
Belgium 1.07%
Denmark 1.04%
France 2.13%
Germany 9.48%
Ireland 6.35%
Italy 1.06%
Netherlands 1.09%
Spain 3.18%
Sweden 2.08%
Switzerland 14.19%
0.00%
5.12%
Israel 5.12%
Greater Asia 24.35%
Japan 18.72%
0.00%
5.62%
Hong Kong 2.18%
Singapore 2.39%
Taiwan 1.06%
0.00%
Unidentified Region 6.85%

Stock Sector Exposure

Cyclical
36.01%
Materials
6.99%
Consumer Discretionary
6.06%
Financials
22.95%
Real Estate
0.00%
Sensitive
44.17%
Communication Services
4.35%
Energy
0.00%
Industrials
31.84%
Information Technology
7.99%
Defensive
19.82%
Consumer Staples
6.93%
Health Care
10.70%
Utilities
2.19%
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