Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.48%
Stock 99.06%
Bond 0.38%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of August 31, 2025
Large 0.63%
Mid 2.99%
Small 96.38%
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Region Exposure

% Developed Markets: 97.98%    % Emerging Markets: 1.46%    % Unidentified Markets: 0.56%

Americas 95.18%
91.52%
Canada 0.92%
United States 90.60%
3.67%
Colombia 0.54%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.00%
United Kingdom 0.95%
1.15%
France 0.31%
Ireland 0.61%
Netherlands 0.22%
0.00%
0.91%
Israel 0.91%
Greater Asia 1.26%
Japan 0.00%
0.00%
0.34%
Hong Kong 0.34%
0.92%
Thailand 0.92%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
39.92%
Materials
3.28%
Consumer Discretionary
11.50%
Financials
18.82%
Real Estate
6.32%
Sensitive
39.80%
Communication Services
2.69%
Energy
4.65%
Industrials
17.81%
Information Technology
14.65%
Defensive
18.93%
Consumer Staples
2.32%
Health Care
14.73%
Utilities
1.88%
Not Classified
1.36%
Non Classified Equity
0.49%
Not Classified - Non Equity
0.87%
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