Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.50%
Stock 98.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 74.84%
Mid 23.88%
Small 1.28%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.50%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.50%

Americas 65.90%
65.90%
Canada 2.24%
United States 63.65%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.90%
United Kingdom 5.26%
11.65%
France 4.08%
Ireland 5.54%
Switzerland 2.03%
0.00%
0.00%
Greater Asia 15.70%
Japan 3.77%
0.00%
11.93%
Taiwan 11.93%
0.00%
Unidentified Region 1.50%

Stock Sector Exposure

Cyclical
8.93%
Materials
6.91%
Consumer Discretionary
2.03%
Financials
0.00%
Real Estate
0.00%
Sensitive
62.96%
Communication Services
1.60%
Energy
0.00%
Industrials
30.11%
Information Technology
31.25%
Defensive
28.11%
Consumer Staples
8.74%
Health Care
19.37%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
View Region Exposure
Start Trial

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