Asset Allocation

As of August 31, 2026.
Type % Net
Cash -0.02%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of August 31, 2026
Large 73.50%
Mid 18.79%
Small 7.71%
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Region Exposure

% Developed Markets: 99.95%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.05%

Americas 97.95%
97.95%
Canada -0.24%
United States 98.18%
0.00%
As of August 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.85%
United Kingdom 0.16%
0.69%
Ireland 0.69%
0.00%
0.00%
Greater Asia 1.15%
Japan 0.00%
0.50%
Australia 0.50%
0.65%
Singapore 0.65%
0.00%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
22.67%
Materials
0.83%
Consumer Discretionary
11.56%
Financials
10.22%
Real Estate
0.07%
Sensitive
61.55%
Communication Services
6.69%
Energy
3.44%
Industrials
9.14%
Information Technology
42.28%
Defensive
15.79%
Consumer Staples
3.81%
Health Care
11.27%
Utilities
0.71%
Not Classified
0.00%
Non Classified Equity
0.00%
As of August 31, 2026
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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