Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.83%
Stock 98.83%
Bond 3.88%
Convertible 0.00%
Preferred 0.33%
Other -3.88%
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Market Capitalization

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

% Developed Markets: 101.4%    % Emerging Markets: 0.39%    % Unidentified Markets: -1.80%

Americas 7.02%
7.02%
Canada 3.14%
United States 3.87%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.47%
United Kingdom 11.24%
46.23%
Austria 0.91%
Belgium 1.40%
Denmark 0.18%
Finland 1.49%
France 8.86%
Germany 6.19%
Ireland 0.06%
Italy 4.82%
Netherlands 6.70%
Norway 1.39%
Portugal 0.20%
Spain 6.45%
Sweden 1.02%
Switzerland 6.33%
0.00%
0.00%
Greater Asia 37.32%
Japan 28.95%
3.15%
Australia 3.15%
4.82%
Hong Kong 1.69%
Singapore 3.14%
0.39%
China 0.39%
Unidentified Region -1.80%

Stock Sector Exposure

Cyclical
44.07%
Materials
3.64%
Consumer Discretionary
12.60%
Financials
27.66%
Real Estate
0.18%
Sensitive
33.77%
Communication Services
7.27%
Energy
2.09%
Industrials
16.32%
Information Technology
8.10%
Defensive
16.09%
Consumer Staples
7.55%
Health Care
8.08%
Utilities
0.46%
Not Classified
6.06%
Non Classified Equity
1.60%
Not Classified - Non Equity
4.46%
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