Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.24%
Stock 95.73%
Bond 4.04%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of August 31, 2025
Large 74.85%
Mid 23.16%
Small 1.99%
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Region Exposure

% Developed Markets: 89.75%    % Emerging Markets: 10.25%    % Unidentified Markets: 0.00%

Americas 5.64%
5.64%
Canada 4.17%
United States 1.47%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.32%
United Kingdom 23.45%
39.87%
Belgium 0.63%
Denmark 1.26%
Finland 4.45%
France 5.72%
Germany 3.61%
Ireland 5.63%
Italy 6.48%
Netherlands 7.87%
Norway 1.51%
Switzerland 2.72%
0.00%
0.00%
Greater Asia 31.04%
Japan 12.71%
0.00%
8.08%
Singapore 1.46%
South Korea 0.45%
Taiwan 6.17%
10.25%
China 7.22%
India 2.55%
Kazakhstan 0.48%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
32.86%
Materials
2.93%
Consumer Discretionary
4.18%
Financials
25.74%
Real Estate
0.00%
Sensitive
56.28%
Communication Services
10.12%
Energy
2.45%
Industrials
32.21%
Information Technology
11.51%
Defensive
10.36%
Consumer Staples
2.10%
Health Care
8.27%
Utilities
0.00%
Not Classified
0.50%
Non Classified Equity
0.50%
Not Classified - Non Equity
0.00%
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