Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.84%
Stock 99.52%
Bond 4.94%
Convertible 0.00%
Preferred 0.03%
Other -5.34%
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Market Capitalization

As of August 31, 2025
Large 75.34%
Mid 17.88%
Small 6.78%
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Region Exposure

% Developed Markets: 102.3%    % Emerging Markets: 0.76%    % Unidentified Markets: -3.07%

Americas 4.97%
4.97%
United States 4.97%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.28%
United Kingdom 14.71%
49.32%
Belgium 1.52%
Denmark 0.06%
Finland 2.22%
France 9.64%
Germany 7.20%
Italy 6.68%
Netherlands 7.42%
Norway 1.29%
Portugal 0.28%
Spain 5.78%
Sweden 0.24%
Switzerland 6.86%
0.00%
0.25%
Israel 0.25%
Greater Asia 33.81%
Japan 23.54%
3.22%
Australia 3.22%
6.29%
Hong Kong 3.38%
Singapore 2.91%
0.76%
China 0.76%
Unidentified Region -3.07%

Stock Sector Exposure

Cyclical
39.24%
Materials
1.96%
Consumer Discretionary
10.68%
Financials
26.60%
Real Estate
0.00%
Sensitive
39.40%
Communication Services
8.84%
Energy
0.05%
Industrials
21.42%
Information Technology
9.08%
Defensive
14.45%
Consumer Staples
7.59%
Health Care
6.73%
Utilities
0.14%
Not Classified
6.92%
Non Classified Equity
1.58%
Not Classified - Non Equity
5.34%
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