Asset Allocation

As of August 31, 2026.
Type % Net
Cash 2.22%
Stock 97.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of August 31, 2026
Large 1.48%
Mid 7.48%
Small 91.04%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.88%    % Emerging Markets: 0.12%    % Unidentified Markets: 0.01%

Americas 94.15%
92.83%
Canada 1.12%
United States 91.71%
1.32%
As of August 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.69%
United Kingdom 2.09%
2.95%
Belgium 0.00%
Denmark 0.88%
Finland 0.01%
France 0.47%
Ireland 0.93%
Italy 0.00%
Netherlands 0.26%
Spain 0.03%
Switzerland 0.29%
0.00%
0.65%
Israel 0.65%
Greater Asia 0.15%
Japan 0.00%
0.00%
0.15%
Hong Kong 0.12%
Singapore 0.03%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
32.81%
Materials
4.29%
Consumer Discretionary
9.60%
Financials
14.30%
Real Estate
4.63%
Sensitive
42.97%
Communication Services
2.72%
Energy
4.05%
Industrials
18.14%
Information Technology
18.05%
Defensive
23.97%
Consumer Staples
3.78%
Health Care
16.22%
Utilities
3.97%
Not Classified
0.25%
Non Classified Equity
0.25%
As of August 31, 2026
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