Asset Allocation

As of February 28, 2025.
Type % Net
Cash 2.47%
Stock 97.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of February 28, 2025
Large 99.94%
Mid 0.06%
Small 0.00%
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Region Exposure

% Developed Markets: 88.10%    % Emerging Markets: 11.88%    % Unidentified Markets: 0.03%

Americas 8.24%
7.19%
Canada 7.19%
United States 0.00%
1.05%
Mexico 1.05%
As of February 28, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.29%
United Kingdom 16.73%
37.57%
Belgium 2.19%
Denmark 1.63%
France 14.12%
Germany 4.86%
Italy 2.57%
Netherlands 2.97%
Spain 1.44%
Sweden 3.85%
Switzerland 3.94%
0.00%
0.00%
Greater Asia 37.44%
Japan 14.52%
1.81%
Australia 1.81%
10.27%
Hong Kong 1.79%
Singapore 3.13%
South Korea 1.17%
Taiwan 4.19%
10.83%
China 5.50%
India 4.11%
Indonesia 1.23%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
42.22%
Materials
7.53%
Consumer Discretionary
12.75%
Financials
20.38%
Real Estate
1.56%
Sensitive
44.91%
Communication Services
4.86%
Energy
7.52%
Industrials
17.96%
Information Technology
14.58%
Defensive
12.87%
Consumer Staples
7.96%
Health Care
4.91%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of July 31, 2024
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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