Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.68%
Stock 98.72%
Bond 0.55%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of August 31, 2025
Large 0.86%
Mid 6.71%
Small 92.44%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.33%    % Emerging Markets: 1.87%    % Unidentified Markets: 0.80%

Americas 92.94%
91.67%
Canada 3.15%
United States 88.52%
1.27%
Colombia 0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.39%
United Kingdom 1.75%
1.09%
Belgium 0.00%
France 0.77%
Ireland 0.00%
Italy 0.00%
Netherlands 0.31%
Sweden 0.00%
Switzerland 0.00%
0.00%
1.55%
Israel 1.55%
United Arab Emirates 0.00%
Greater Asia 1.88%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
1.87%
India 0.00%
Thailand 1.87%
Unidentified Region 0.80%

Stock Sector Exposure

Cyclical
40.28%
Materials
6.28%
Consumer Discretionary
10.33%
Financials
18.54%
Real Estate
5.13%
Sensitive
39.57%
Communication Services
1.38%
Energy
5.83%
Industrials
19.21%
Information Technology
13.15%
Defensive
17.65%
Consumer Staples
3.23%
Health Care
12.14%
Utilities
2.28%
Not Classified
2.50%
Non Classified Equity
1.11%
Not Classified - Non Equity
1.38%
As of August 31, 2025
View Region Exposure
Start Trial

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