Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.52%
Stock 95.36%
Bond -0.14%
Convertible 0.00%
Preferred 3.30%
Other -0.04%
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Market Capitalization

As of July 31, 2026
Large 83.08%
Mid 8.08%
Small 8.83%
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Region Exposure

% Developed Markets: 94.24%    % Emerging Markets: -0.54%    % Unidentified Markets: 6.30%

Americas 82.71%
82.56%
Canada 1.83%
United States 80.73%
0.15%
Colombia 0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.56%
United Kingdom 0.16%
5.40%
Belgium 0.00%
Denmark 1.07%
France 0.97%
Germany -0.23%
Ireland -0.27%
Italy 0.00%
Netherlands 4.01%
Spain 0.00%
Switzerland -0.14%
0.00%
0.00%
Israel 0.00%
Saudi Arabia 0.00%
United Arab Emirates 0.00%
Greater Asia 5.43%
Japan 0.00%
-0.03%
Australia -0.03%
6.00%
Singapore 1.47%
South Korea 0.57%
Taiwan 3.96%
-0.53%
India -0.53%
Unidentified Region 6.30%

Stock Sector Exposure

Cyclical
9.86%
Materials
0.18%
Consumer Discretionary
8.80%
Financials
0.82%
Real Estate
0.06%
Sensitive
72.69%
Communication Services
10.05%
Energy
0.65%
Industrials
7.92%
Information Technology
54.07%
Defensive
11.13%
Consumer Staples
0.03%
Health Care
8.74%
Utilities
2.36%
Not Classified
6.46%
Non Classified Equity
6.46%
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