Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.50%
Stock 98.26%
Bond 0.40%
Convertible 0.00%
Preferred 0.00%
Other 0.84%
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Market Capitalization

As of August 31, 2025
Large 16.70%
Mid 17.81%
Small 65.49%
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Region Exposure

% Developed Markets: 97.11%    % Emerging Markets: 2.26%    % Unidentified Markets: 0.63%

Americas 66.39%
63.98%
Canada 3.08%
United States 60.90%
2.42%
Brazil 0.14%
Mexico 0.16%
Peru 0.07%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.71%
United Kingdom 5.23%
12.43%
Austria 0.45%
Belgium 0.11%
Denmark 0.05%
France 2.34%
Germany 0.42%
Greece 1.37%
Ireland 1.72%
Italy 0.60%
Netherlands 1.33%
Norway 0.52%
Portugal 0.12%
Spain 0.73%
Sweden 1.39%
Switzerland 0.97%
0.02%
Poland 0.02%
0.03%
Israel 0.03%
Greater Asia 15.27%
Japan 7.83%
0.15%
Australia 0.14%
5.41%
Hong Kong 1.42%
Singapore 0.60%
South Korea 1.93%
Taiwan 1.45%
1.87%
China 1.31%
India 0.42%
Indonesia 0.03%
Malaysia 0.03%
Philippines 0.08%
Unidentified Region 0.63%

Stock Sector Exposure

Cyclical
45.35%
Materials
5.54%
Consumer Discretionary
16.48%
Financials
21.81%
Real Estate
1.53%
Sensitive
37.60%
Communication Services
1.07%
Energy
7.50%
Industrials
15.37%
Information Technology
13.66%
Defensive
15.94%
Consumer Staples
6.67%
Health Care
8.02%
Utilities
1.25%
Not Classified
1.10%
Non Classified Equity
0.19%
Not Classified - Non Equity
0.92%
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