Asset Allocation

As of August 31, 2025.
Type % Net
Cash 2.19%
Stock 98.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.56%
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Market Capitalization

As of August 31, 2025
Large 89.10%
Mid 8.93%
Small 1.97%
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Region Exposure

% Developed Markets: 100.6%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.56%

Americas 92.93%
92.93%
Canada 0.27%
United States 92.66%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.63%
United Kingdom 0.00%
7.63%
Ireland 7.63%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.56%

Stock Sector Exposure

Cyclical
37.44%
Materials
4.00%
Consumer Discretionary
12.98%
Financials
13.65%
Real Estate
6.82%
Sensitive
40.23%
Communication Services
3.46%
Energy
3.83%
Industrials
7.10%
Information Technology
25.83%
Defensive
22.34%
Consumer Staples
5.23%
Health Care
13.31%
Utilities
3.80%
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