Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.16%
Stock 93.10%
Bond 4.10%
Convertible 0.00%
Preferred 0.22%
Other 1.43%
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Market Capitalization

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

% Developed Markets: 91.81%    % Emerging Markets: 5.99%    % Unidentified Markets: 2.20%

Americas 67.04%
65.89%
Canada 2.63%
United States 63.26%
1.15%
Argentina 0.02%
Brazil 0.39%
Chile 0.06%
Colombia 0.03%
Mexico 0.23%
Peru 0.04%
Venezuela 0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.47%
United Kingdom 3.38%
11.66%
Austria 0.06%
Belgium 0.17%
Denmark 0.39%
Finland 0.22%
France 1.85%
Germany 2.02%
Greece 0.06%
Ireland 0.98%
Italy 0.78%
Netherlands 1.14%
Norway 0.13%
Portugal 0.03%
Spain 0.83%
Sweden 0.60%
Switzerland 2.21%
0.23%
Czech Republic 0.01%
Poland 0.09%
Turkey 0.08%
1.19%
Egypt 0.01%
Israel 0.22%
Nigeria 0.02%
Qatar 0.08%
Saudi Arabia 0.31%
South Africa 0.29%
United Arab Emirates 0.16%
Greater Asia 14.29%
Japan 4.55%
1.39%
Australia 1.35%
4.10%
Hong Kong 0.90%
Singapore 0.48%
South Korea 1.01%
Taiwan 1.70%
4.25%
China 2.34%
India 1.46%
Indonesia 0.13%
Kazakhstan 0.00%
Malaysia 0.13%
Philippines 0.06%
Thailand 0.14%
Unidentified Region 2.20%

Stock Sector Exposure

Cyclical
35.19%
Materials
4.40%
Consumer Discretionary
9.94%
Financials
17.05%
Real Estate
3.79%
Sensitive
43.98%
Communication Services
6.97%
Energy
5.12%
Industrials
11.45%
Information Technology
20.45%
Defensive
16.03%
Consumer Staples
4.72%
Health Care
8.25%
Utilities
3.07%
Not Classified
4.80%
Non Classified Equity
0.34%
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