Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.50%
Stock 95.82%
Bond 1.19%
Convertible 0.00%
Preferred 0.00%
Other 1.49%
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Market Capitalization

As of August 31, 2025
Large 12.13%
Mid 14.61%
Small 73.25%
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Region Exposure

% Developed Markets: 97.51%    % Emerging Markets: 0.54%    % Unidentified Markets: 1.94%

Americas 85.14%
83.28%
Canada 1.02%
United States 82.27%
1.85%
Mexico 0.07%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.69%
United Kingdom 1.54%
7.14%
Austria 0.60%
France 1.04%
Germany 0.32%
Greece 0.99%
Ireland 1.36%
Italy 0.18%
Netherlands 0.49%
Norway 0.16%
Spain 0.62%
Sweden 0.28%
Switzerland 0.96%
0.00%
0.00%
Greater Asia 4.23%
Japan 2.36%
0.00%
1.40%
Hong Kong 0.72%
Singapore 0.47%
South Korea 0.20%
0.48%
China 0.41%
India 0.07%
Unidentified Region 1.94%

Stock Sector Exposure

Cyclical
47.41%
Materials
5.55%
Consumer Discretionary
15.62%
Financials
24.48%
Real Estate
1.76%
Sensitive
34.68%
Communication Services
1.29%
Energy
6.62%
Industrials
15.98%
Information Technology
10.78%
Defensive
15.18%
Consumer Staples
5.71%
Health Care
8.33%
Utilities
1.14%
Not Classified
2.74%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.74%
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