Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.03%
Stock 97.31%
Bond 0.36%
Convertible 0.00%
Preferred 1.48%
Other 0.83%
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Market Capitalization

As of August 31, 2025
Large 78.97%
Mid 16.90%
Small 4.14%
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Region Exposure

% Developed Markets: 97.71%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.29%

Americas 14.56%
14.56%
Canada 14.16%
United States 0.40%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.36%
United Kingdom 9.03%
43.86%
Austria 1.07%
Belgium 1.04%
Denmark 0.96%
Finland 0.32%
France 10.14%
Germany 6.90%
Ireland 0.31%
Italy 1.06%
Netherlands 3.40%
Norway 2.51%
Portugal 0.00%
Spain 5.21%
Sweden 3.18%
Switzerland 7.52%
0.00%
0.47%
Israel 0.47%
Greater Asia 29.79%
Japan 21.41%
5.52%
Australia 5.52%
2.86%
Hong Kong 1.85%
Singapore 1.01%
0.00%
Unidentified Region 2.29%

Stock Sector Exposure

Cyclical
52.96%
Materials
8.90%
Consumer Discretionary
11.09%
Financials
32.58%
Real Estate
0.38%
Sensitive
27.51%
Communication Services
3.83%
Energy
9.41%
Industrials
13.23%
Information Technology
1.04%
Defensive
15.62%
Consumer Staples
4.24%
Health Care
11.30%
Utilities
0.08%
Not Classified
3.92%
Non Classified Equity
3.57%
Not Classified - Non Equity
0.34%
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