Asset Allocation

As of August 31, 2025.
Type % Net
Cash 2.51%
Stock 95.96%
Bond 1.54%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of August 31, 2025
Large 44.67%
Mid 21.14%
Small 34.18%
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Region Exposure

% Developed Markets: 94.26%    % Emerging Markets: 3.25%    % Unidentified Markets: 2.49%

Americas 69.84%
69.84%
Canada 4.89%
United States 64.95%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.64%
United Kingdom 1.75%
13.97%
Denmark 2.19%
France 2.53%
Germany 4.08%
Netherlands 1.71%
Spain 2.13%
0.00%
1.92%
South Africa 1.92%
Greater Asia 10.02%
Japan 0.93%
2.90%
Australia 2.90%
4.86%
Singapore 1.19%
Taiwan 3.67%
1.33%
China 1.33%
Unidentified Region 2.49%

Stock Sector Exposure

Cyclical
22.86%
Materials
0.57%
Consumer Discretionary
8.06%
Financials
11.13%
Real Estate
3.10%
Sensitive
54.00%
Communication Services
3.46%
Energy
0.00%
Industrials
22.56%
Information Technology
27.98%
Defensive
18.02%
Consumer Staples
4.06%
Health Care
11.68%
Utilities
2.28%
Not Classified
5.11%
Non Classified Equity
1.07%
Not Classified - Non Equity
4.04%
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