Asset Allocation

As of August 31, 2026.
Type % Net
Cash 0.51%
Stock 95.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.76%
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Market Capitalization

As of August 31, 2026
Large 29.27%
Mid 35.70%
Small 35.04%
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Region Exposure

% Developed Markets: 95.62%    % Emerging Markets: 0.51%    % Unidentified Markets: 3.87%

Americas 65.77%
65.40%
Canada 1.28%
United States 64.12%
0.37%
As of August 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.87%
United Kingdom 3.69%
8.02%
Belgium 1.80%
France 2.24%
Germany 1.58%
Netherlands 0.04%
Norway 0.00%
Spain 0.46%
Sweden 0.90%
Switzerland 1.00%
0.00%
0.16%
Israel 0.16%
Greater Asia 18.50%
Japan 7.43%
5.59%
Australia 5.59%
5.47%
Hong Kong 2.55%
Singapore 2.92%
0.00%
Unidentified Region 3.87%

Stock Sector Exposure

Cyclical
95.19%
Materials
0.00%
Consumer Discretionary
0.44%
Financials
0.00%
Real Estate
94.75%
Sensitive
0.50%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.50%
Defensive
0.56%
Consumer Staples
0.00%
Health Care
0.56%
Utilities
0.00%
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