Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.85%
Stock 97.42%
Bond 2.93%
Convertible 0.00%
Preferred 1.20%
Other -2.39%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 83.33%    % Emerging Markets: 16.47%    % Unidentified Markets: 0.20%

Americas 8.12%
5.38%
Canada 2.46%
United States 2.92%
2.75%
Brazil 1.93%
Colombia 0.01%
Mexico 0.78%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.92%
United Kingdom 7.48%
31.19%
Austria 0.62%
Belgium 0.93%
Denmark 0.14%
Finland 0.97%
France 6.05%
Germany 4.20%
Ireland 0.05%
Italy 3.13%
Netherlands 4.42%
Norway 0.98%
Portugal 0.13%
Spain 4.34%
Sweden 0.74%
Switzerland 4.33%
1.39%
Czech Republic 0.03%
Poland 0.01%
0.86%
Qatar 0.03%
Saudi Arabia 0.11%
South Africa 0.05%
United Arab Emirates 0.66%
Greater Asia 50.75%
Japan 21.66%
2.17%
Australia 2.17%
14.72%
Hong Kong 3.36%
Singapore 2.06%
South Korea 3.12%
Taiwan 6.19%
12.20%
China 5.24%
India 3.27%
Indonesia 1.78%
Philippines 0.03%
Thailand 1.79%
Unidentified Region 0.20%

Stock Sector Exposure

Cyclical
44.17%
Materials
3.74%
Consumer Discretionary
13.82%
Financials
25.99%
Real Estate
0.62%
Sensitive
33.81%
Communication Services
6.55%
Energy
2.55%
Industrials
14.57%
Information Technology
10.14%
Defensive
16.53%
Consumer Staples
6.96%
Health Care
8.04%
Utilities
1.53%
Not Classified
5.49%
Non Classified Equity
2.09%
Not Classified - Non Equity
3.40%
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