Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.00%
Stock 99.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.88%
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Market Capitalization

As of July 31, 2026
Large 20.22%
Mid 35.97%
Small 43.81%
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Region Exposure

% Developed Markets: 90.18%    % Emerging Markets: 8.94%    % Unidentified Markets: 0.88%

Americas 73.92%
64.99%
Canada 2.41%
United States 62.57%
8.94%
Brazil 8.94%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.65%
United Kingdom 12.85%
9.80%
France 2.40%
Netherlands 0.56%
Switzerland 6.84%
0.00%
0.00%
Greater Asia 2.55%
Japan 2.55%
0.00%
0.00%
0.00%
Unidentified Region 0.88%

Stock Sector Exposure

Cyclical
4.03%
Materials
4.03%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
57.75%
Communication Services
0.00%
Energy
0.00%
Industrials
54.99%
Information Technology
2.76%
Defensive
38.23%
Consumer Staples
0.00%
Health Care
2.34%
Utilities
35.88%
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