Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.80%
Stock 93.91%
Bond 1.83%
Convertible 0.00%
Preferred 1.45%
Other 1.01%
View Asset Allocation
Start Trial

Market Capitalization

As of August 31, 2025
Large 14.80%
Mid 45.14%
Small 40.06%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.31%    % Emerging Markets: 1.05%    % Unidentified Markets: 1.64%

Americas 83.68%
83.32%
Canada 5.05%
United States 78.27%
0.36%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.08%
United Kingdom 6.42%
5.81%
Denmark 0.21%
Germany 2.47%
Ireland 0.02%
Netherlands 0.57%
Spain 0.48%
Switzerland 2.06%
0.00%
0.84%
Israel 0.84%
Greater Asia 1.60%
Japan 0.55%
0.00%
Australia 0.00%
0.00%
1.05%
China 1.05%
Unidentified Region 1.64%

Stock Sector Exposure

Cyclical
38.08%
Materials
7.62%
Consumer Discretionary
8.78%
Financials
16.32%
Real Estate
5.36%
Sensitive
33.69%
Communication Services
4.66%
Energy
3.70%
Industrials
15.94%
Information Technology
9.40%
Defensive
24.69%
Consumer Staples
5.99%
Health Care
11.96%
Utilities
6.75%
Not Classified
3.53%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.53%
As of August 31, 2025
View Region Exposure
Start Trial

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