Asset Allocation

As of August 31, 2025.
Type % Net
Cash 3.82%
Stock 93.82%
Bond 0.18%
Convertible 0.00%
Preferred 0.00%
Other 2.18%
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Market Capitalization

As of August 31, 2025
Large 83.87%
Mid 14.02%
Small 2.11%
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Region Exposure

% Developed Markets: 96.23%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.77%

Americas 5.14%
5.14%
United States 5.14%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 76.00%
United Kingdom 11.56%
64.44%
Denmark 4.22%
Finland 2.11%
France 11.93%
Germany 14.21%
Ireland 2.42%
Italy 7.84%
Netherlands 10.09%
Norway 1.30%
Spain 2.83%
Sweden 1.68%
Switzerland 5.82%
0.00%
0.00%
Greater Asia 15.09%
Japan 6.30%
4.55%
Australia 4.55%
4.24%
Taiwan 4.24%
0.00%
Unidentified Region 3.77%

Stock Sector Exposure

Cyclical
35.88%
Materials
2.51%
Consumer Discretionary
6.70%
Financials
26.68%
Real Estate
0.00%
Sensitive
58.97%
Communication Services
3.29%
Energy
0.00%
Industrials
35.40%
Information Technology
20.27%
Defensive
4.74%
Consumer Staples
0.00%
Health Care
4.74%
Utilities
0.00%
Not Classified
0.41%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.41%
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