Asset Allocation

As of August 31, 2025.
Type % Net
Cash 3.90%
Stock 93.53%
Bond 0.41%
Convertible 0.00%
Preferred 2.29%
Other -0.13%
View Asset Allocation
Start Trial

Market Capitalization

As of August 31, 2025
Large 6.33%
Mid 26.45%
Small 67.22%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.41%    % Emerging Markets: 1.72%    % Unidentified Markets: -0.13%

Americas 15.38%
11.12%
Canada 6.81%
United States 4.31%
4.27%
Mexico 1.72%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.99%
United Kingdom 11.32%
43.67%
Denmark 4.83%
France 13.58%
Germany 7.67%
Greece 2.27%
Ireland 3.77%
Italy 1.79%
Netherlands 5.24%
Spain 2.75%
Switzerland 1.77%
0.00%
0.00%
Greater Asia 29.76%
Japan 24.90%
0.00%
4.86%
South Korea 1.83%
Taiwan 3.03%
0.00%
Unidentified Region -0.13%

Stock Sector Exposure

Cyclical
32.50%
Materials
2.37%
Consumer Discretionary
9.52%
Financials
16.90%
Real Estate
3.71%
Sensitive
50.73%
Communication Services
7.43%
Energy
4.71%
Industrials
22.15%
Information Technology
16.44%
Defensive
16.77%
Consumer Staples
3.56%
Health Care
9.78%
Utilities
3.44%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of August 31, 2025
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