Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.13%
Stock 99.47%
Bond 0.47%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of August 31, 2025
Large 88.06%
Mid 9.72%
Small 2.22%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.07%

Americas 91.51%
91.51%
Canada 1.31%
United States 90.20%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.26%
United Kingdom 1.42%
2.84%
Ireland 0.87%
Netherlands 1.97%
0.00%
0.00%
Greater Asia 4.29%
Japan 0.00%
0.00%
4.29%
Hong Kong 2.55%
Singapore 1.75%
0.00%
Unidentified Region -0.07%

Stock Sector Exposure

Cyclical
28.66%
Materials
1.81%
Consumer Discretionary
11.86%
Financials
14.17%
Real Estate
0.83%
Sensitive
54.06%
Communication Services
10.23%
Energy
2.92%
Industrials
7.95%
Information Technology
32.95%
Defensive
16.48%
Consumer Staples
5.25%
Health Care
9.01%
Utilities
2.22%
Not Classified
0.80%
Non Classified Equity
0.80%
Not Classified - Non Equity
0.00%
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