Asset Allocation

As of August 31, 2025.
Type % Net
Cash 1.17%
Stock 97.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.35%
Other 1.24%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.63%    % Emerging Markets: 0.59%    % Unidentified Markets: 1.78%

Americas 11.09%
11.01%
Canada 10.08%
United States 0.93%
0.07%
Mexico 0.02%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.72%
United Kingdom 11.68%
39.73%
Austria 0.31%
Belgium 0.79%
Denmark 1.62%
Finland 0.87%
France 7.32%
Germany 7.48%
Ireland 0.59%
Italy 2.71%
Netherlands 3.99%
Norway 0.61%
Portugal 0.16%
Spain 2.68%
Sweden 2.83%
Switzerland 7.53%
0.42%
Poland 0.41%
0.89%
Israel 0.89%
Greater Asia 34.41%
Japan 20.68%
6.46%
Australia 6.18%
7.15%
Hong Kong 1.61%
Singapore 1.22%
South Korea 4.29%
Taiwan 0.00%
0.11%
China 0.10%
Indonesia 0.00%
Thailand 0.01%
Unidentified Region 1.78%

Stock Sector Exposure

Cyclical
43.01%
Materials
7.05%
Consumer Discretionary
9.44%
Financials
23.88%
Real Estate
2.65%
Sensitive
36.50%
Communication Services
4.00%
Energy
4.55%
Industrials
18.53%
Information Technology
9.41%
Defensive
19.07%
Consumer Staples
6.91%
Health Care
9.02%
Utilities
3.13%
Not Classified
1.42%
Non Classified Equity
0.37%
Not Classified - Non Equity
1.06%
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