Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.81%
Stock 97.73%
Bond 0.65%
Convertible 0.00%
Preferred 0.00%
Other 0.81%
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Market Capitalization

As of August 31, 2025
Large 16.47%
Mid 17.75%
Small 65.78%
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Region Exposure

% Developed Markets: 96.86%    % Emerging Markets: 2.21%    % Unidentified Markets: 0.94%

Americas 65.26%
62.83%
Canada 3.06%
United States 59.77%
2.43%
Brazil 0.14%
Mexico 0.17%
Peru 0.09%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.51%
United Kingdom 5.12%
12.33%
Austria 0.44%
Belgium 0.08%
Denmark 0.05%
France 2.26%
Germany 0.41%
Greece 1.40%
Ireland 1.67%
Italy 0.60%
Netherlands 1.49%
Norway 0.53%
Portugal 0.10%
Spain 0.73%
Sweden 1.35%
Switzerland 0.95%
0.02%
Poland 0.02%
0.03%
Israel 0.03%
Greater Asia 16.29%
Japan 8.06%
0.15%
Australia 0.14%
6.29%
Hong Kong 1.87%
Singapore 0.59%
South Korea 2.36%
Taiwan 1.47%
1.79%
China 1.24%
India 0.42%
Indonesia 0.03%
Malaysia 0.03%
Philippines 0.08%
Unidentified Region 0.94%

Stock Sector Exposure

Cyclical
44.52%
Materials
5.41%
Consumer Discretionary
16.12%
Financials
21.49%
Real Estate
1.50%
Sensitive
37.83%
Communication Services
1.04%
Energy
7.36%
Industrials
15.54%
Information Technology
13.89%
Defensive
15.98%
Consumer Staples
6.69%
Health Care
8.06%
Utilities
1.23%
Not Classified
1.66%
Non Classified Equity
0.18%
Not Classified - Non Equity
1.48%
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