Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.17%
Stock 99.56%
Bond 0.20%
Convertible 0.00%
Preferred 0.07%
Other 0.00%
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Market Capitalization

As of August 31, 2025
Large 1.12%
Mid 4.21%
Small 94.66%
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Region Exposure

% Developed Markets: 99.18%    % Emerging Markets: 0.59%    % Unidentified Markets: 0.23%

Americas 95.62%
93.06%
Canada 3.24%
United States 89.82%
2.56%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.56%
United Kingdom 0.68%
2.64%
Belgium 0.64%
Ireland 0.53%
Netherlands 0.69%
Switzerland 0.78%
0.00%
0.24%
Israel 0.24%
Greater Asia 0.59%
Japan 0.00%
0.00%
0.00%
0.59%
Thailand 0.59%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
24.96%
Materials
4.41%
Consumer Discretionary
10.03%
Financials
8.83%
Real Estate
1.69%
Sensitive
48.25%
Communication Services
2.38%
Energy
2.31%
Industrials
22.28%
Information Technology
21.27%
Defensive
25.95%
Consumer Staples
3.16%
Health Care
21.31%
Utilities
1.48%
Not Classified
0.84%
Non Classified Equity
0.53%
Not Classified - Non Equity
0.31%
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