Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.37%
Stock 98.12%
Bond 0.33%
Convertible 0.00%
Preferred 0.22%
Other 0.96%
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Market Capitalization

As of August 31, 2025
Large 0.96%
Mid 37.57%
Small 61.47%
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Region Exposure

% Developed Markets: 98.62%    % Emerging Markets: 0.37%    % Unidentified Markets: 1.00%

Americas 0.70%
0.42%
Canada 0.03%
United States 0.40%
0.28%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.50%
United Kingdom 12.27%
31.49%
Austria 1.27%
Belgium 1.59%
Denmark 1.87%
Finland 1.13%
France 3.31%
Germany 3.76%
Ireland 0.43%
Italy 3.26%
Netherlands 1.27%
Norway 1.63%
Portugal 0.20%
Spain 1.48%
Sweden 5.04%
Switzerland 4.53%
0.06%
3.68%
Israel 3.68%
Greater Asia 50.79%
Japan 35.83%
11.07%
Australia 10.70%
3.82%
Hong Kong 1.53%
Singapore 2.25%
0.06%
China 0.06%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
45.93%
Materials
9.92%
Consumer Discretionary
12.72%
Financials
12.62%
Real Estate
10.67%
Sensitive
39.20%
Communication Services
4.42%
Energy
2.98%
Industrials
22.63%
Information Technology
9.17%
Defensive
13.67%
Consumer Staples
5.37%
Health Care
5.84%
Utilities
2.47%
Not Classified
1.19%
Non Classified Equity
0.53%
Not Classified - Non Equity
0.66%
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