Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.64%
Stock 95.56%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other 3.24%
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Market Capitalization

As of August 31, 2025
Large 14.48%
Mid 27.00%
Small 58.52%
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Region Exposure

% Developed Markets: 80.99%    % Emerging Markets: 15.40%    % Unidentified Markets: 3.61%

Americas 12.14%
6.05%
Canada 4.21%
United States 1.84%
6.10%
Brazil 0.95%
Chile 0.00%
Mexico 3.39%
Peru 0.52%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.34%
United Kingdom 10.73%
25.92%
Austria 3.41%
Belgium 0.85%
Denmark 0.01%
Finland 0.91%
France 2.54%
Germany 2.24%
Greece 1.90%
Ireland 1.99%
Italy 3.60%
Netherlands 1.20%
Norway 1.88%
Portugal 0.00%
Spain 3.44%
Sweden 1.92%
Switzerland 0.03%
2.05%
Poland 0.01%
Turkey 0.40%
0.64%
Egypt 0.00%
Israel 0.01%
Qatar 0.00%
Saudi Arabia 0.00%
South Africa 0.62%
United Arab Emirates 0.00%
Greater Asia 44.91%
Japan 24.47%
3.46%
Australia 3.45%
9.10%
Hong Kong 2.67%
Singapore 1.67%
South Korea 1.15%
Taiwan 3.62%
7.88%
China 3.84%
India 1.50%
Indonesia 1.22%
Malaysia 0.01%
Philippines 1.30%
Thailand 0.02%
Unidentified Region 3.61%

Stock Sector Exposure

Cyclical
41.28%
Materials
7.83%
Consumer Discretionary
11.72%
Financials
15.07%
Real Estate
6.66%
Sensitive
39.99%
Communication Services
4.37%
Energy
3.35%
Industrials
23.27%
Information Technology
8.99%
Defensive
16.95%
Consumer Staples
9.06%
Health Care
7.22%
Utilities
0.67%
Not Classified
1.78%
Non Classified Equity
0.43%
Not Classified - Non Equity
1.36%
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