Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.58%
Stock 95.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.66%
Other 3.23%
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Market Capitalization

As of August 31, 2025
Large 78.34%
Mid 20.73%
Small 0.94%
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Region Exposure

% Developed Markets: 96.42%    % Emerging Markets: 0.09%    % Unidentified Markets: 3.49%

Americas 10.93%
10.92%
Canada 10.66%
United States 0.27%
0.01%
Colombia 0.01%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.05%
United Kingdom 12.12%
43.51%
Austria 0.24%
Belgium 0.60%
Denmark 1.61%
Finland 0.91%
France 8.37%
Germany 9.31%
Ireland 0.83%
Italy 2.72%
Netherlands 4.35%
Norway 1.12%
Portugal 0.31%
Spain 2.76%
Sweden 2.47%
Switzerland 7.38%
0.01%
Czech Republic 0.01%
Poland 0.00%
1.41%
Israel 1.41%
Greater Asia 28.52%
Japan 19.31%
5.62%
Australia 5.48%
3.52%
Hong Kong 1.90%
Singapore 1.61%
0.07%
China 0.07%
Unidentified Region 3.49%

Stock Sector Exposure

Cyclical
42.10%
Materials
6.23%
Consumer Discretionary
9.18%
Financials
25.68%
Real Estate
1.01%
Sensitive
34.64%
Communication Services
4.97%
Energy
5.15%
Industrials
16.32%
Information Technology
8.19%
Defensive
20.30%
Consumer Staples
7.71%
Health Care
9.17%
Utilities
3.41%
Not Classified
2.97%
Non Classified Equity
0.66%
Not Classified - Non Equity
2.31%
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