Asset Allocation

As of August 31, 2025.
Type % Net
Cash 2.62%
Stock 96.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.53%
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Market Capitalization

As of August 31, 2025
Large 87.94%
Mid 10.65%
Small 1.41%
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Region Exposure

% Developed Markets: 82.16%    % Emerging Markets: 15.52%    % Unidentified Markets: 2.33%

Americas 9.18%
3.69%
Canada 1.33%
United States 2.36%
5.49%
Brazil 1.44%
Mexico 1.46%
Peru 1.34%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.40%
United Kingdom 11.48%
39.13%
Belgium 1.64%
Denmark 2.00%
France 8.27%
Germany 5.55%
Greece 1.16%
Ireland 5.91%
Netherlands 2.64%
Norway 1.38%
Portugal 1.23%
Spain 3.58%
Sweden 1.62%
Switzerland 4.16%
0.00%
1.78%
South Africa 0.67%
Greater Asia 36.09%
Japan 13.16%
1.61%
Australia 1.61%
13.08%
Hong Kong 4.78%
Singapore 1.27%
South Korea 3.25%
Taiwan 3.78%
8.24%
China 4.43%
India 2.52%
Indonesia 1.28%
Unidentified Region 2.33%

Stock Sector Exposure

Cyclical
40.41%
Materials
5.51%
Consumer Discretionary
11.61%
Financials
21.98%
Real Estate
1.30%
Sensitive
38.31%
Communication Services
2.56%
Energy
0.00%
Industrials
19.82%
Information Technology
15.92%
Defensive
21.28%
Consumer Staples
6.37%
Health Care
11.52%
Utilities
3.39%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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