Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.61%
Stock 97.88%
Bond 0.45%
Convertible 0.00%
Preferred 1.27%
Other -0.21%
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Market Capitalization

As of July 31, 2026
Large 72.46%
Mid 18.06%
Small 9.48%
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Region Exposure

% Developed Markets: 96.42%    % Emerging Markets: 3.56%    % Unidentified Markets: 0.02%

Americas 60.86%
59.36%
Canada 1.05%
United States 58.31%
1.50%
Brazil 1.50%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.41%
United Kingdom 2.91%
19.51%
Austria 1.16%
Belgium 0.77%
Denmark 0.01%
Finland 1.19%
France 2.01%
Germany 2.09%
Ireland 1.31%
Italy 3.69%
Netherlands 2.67%
Norway 0.01%
Sweden 0.88%
Switzerland 3.69%
0.00%
0.00%
Greater Asia 16.71%
Japan 6.72%
0.00%
7.93%
Hong Kong 2.97%
South Korea 1.25%
Taiwan 3.70%
2.06%
China 0.93%
India 1.13%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
22.44%
Materials
1.05%
Consumer Discretionary
2.02%
Financials
17.21%
Real Estate
2.16%
Sensitive
58.51%
Communication Services
6.40%
Energy
1.04%
Industrials
18.51%
Information Technology
32.56%
Defensive
18.39%
Consumer Staples
2.15%
Health Care
13.12%
Utilities
3.11%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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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