Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.32%
Stock 93.09%
Bond 2.08%
Convertible 0.00%
Preferred 4.35%
Other 0.16%
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Market Capitalization

As of August 31, 2025
Large 35.03%
Mid 17.73%
Small 47.24%
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Region Exposure

% Developed Markets: 82.86%    % Emerging Markets: 16.66%    % Unidentified Markets: 0.48%

Americas 62.98%
47.65%
Canada 7.89%
United States 39.77%
15.33%
Brazil 10.66%
Chile 3.87%
Mexico 0.80%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.34%
United Kingdom 9.44%
19.95%
Denmark 2.80%
Finland 4.86%
France 2.12%
Netherlands 0.64%
Norway 1.56%
Switzerland 6.24%
0.00%
4.94%
Israel 4.75%
South Africa 0.19%
Greater Asia 2.20%
Japan 0.54%
0.52%
Australia 0.52%
0.00%
1.14%
China 1.14%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
42.24%
Materials
41.64%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.61%
Sensitive
45.04%
Communication Services
0.00%
Energy
15.96%
Industrials
21.80%
Information Technology
7.28%
Defensive
10.31%
Consumer Staples
8.63%
Health Care
0.00%
Utilities
1.69%
Not Classified
2.40%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.40%
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