Asset Allocation

As of July 31, 2026.
Type % Net
Cash 8.11%
Stock 87.63%
Bond 0.00%
Convertible 0.00%
Preferred 4.27%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 48.99%
Mid 14.66%
Small 36.35%
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Region Exposure

% Developed Markets: 95.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.64%

Americas 85.83%
85.83%
United States 85.83%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.53%
United Kingdom 0.88%
5.11%
Denmark 2.24%
France 1.61%
Switzerland 1.26%
0.00%
3.53%
Israel 3.53%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.64%

Stock Sector Exposure

Cyclical
7.97%
Materials
1.79%
Consumer Discretionary
0.00%
Financials
0.60%
Real Estate
5.57%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
86.98%
Consumer Staples
0.00%
Health Care
86.98%
Utilities
0.00%
Not Classified
5.05%
Non Classified Equity
5.05%
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