Asset Allocation

As of March 31, 2025.
Type % Net
Cash -0.43%
Stock 100.4%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

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

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.16%

Americas 58.21%
58.21%
Canada -0.44%
United States 58.65%
0.00%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.93%
United Kingdom 11.24%
27.27%
Belgium 4.87%
France 7.65%
Italy 3.90%
Netherlands 7.98%
Spain 2.88%
0.00%
1.43%
Israel 1.43%
Greater Asia 2.02%
Japan 0.00%
0.00%
2.02%
South Korea 1.08%
Taiwan 0.94%
0.00%
Unidentified Region -0.16%

Stock Sector Exposure

Cyclical
30.13%
Materials
0.00%
Consumer Discretionary
19.71%
Financials
7.20%
Real Estate
3.23%
Sensitive
27.54%
Communication Services
14.88%
Energy
2.16%
Industrials
0.00%
Information Technology
10.49%
Defensive
35.25%
Consumer Staples
26.52%
Health Care
8.73%
Utilities
0.00%
Not Classified
7.07%
Non Classified Equity
7.07%
Not Classified - Non Equity
0.00%
As of August 31, 2024
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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