Asset Allocation

As of August 31, 2025.
Type % Net
Cash 2.19%
Stock 94.14%
Bond 1.73%
Convertible 0.00%
Preferred 1.05%
Other 0.89%
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Market Capitalization

As of August 31, 2025
Large 58.27%
Mid 28.26%
Small 13.47%
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Region Exposure

% Developed Markets: 98.09%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.91%

Americas 80.45%
80.45%
Canada 1.39%
United States 79.06%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.88%
United Kingdom 9.67%
5.21%
France 0.86%
Germany 1.05%
Ireland 2.28%
Netherlands 1.01%
0.00%
0.00%
Greater Asia 2.77%
Japan 0.27%
0.00%
2.50%
South Korea 1.78%
Taiwan 0.72%
0.00%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
37.10%
Materials
5.30%
Consumer Discretionary
6.99%
Financials
21.63%
Real Estate
3.19%
Sensitive
34.47%
Communication Services
7.38%
Energy
4.65%
Industrials
11.44%
Information Technology
11.00%
Defensive
24.77%
Consumer Staples
4.88%
Health Care
15.39%
Utilities
4.51%
Not Classified
3.65%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.65%
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