Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.08%
Stock 97.25%
Bond 1.52%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
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Market Capitalization

As of July 31, 2026
Large 81.66%
Mid 13.64%
Small 4.69%
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Region Exposure

% Developed Markets: 86.75%    % Emerging Markets: 12.07%    % Unidentified Markets: 1.19%

Americas 10.39%
7.91%
Canada 3.86%
United States 4.05%
2.48%
Brazil 2.48%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.88%
United Kingdom 22.49%
42.40%
Finland 1.76%
France 5.19%
Germany 11.55%
Ireland 3.21%
Netherlands 9.24%
Spain 2.85%
Sweden 2.00%
Switzerland 6.60%
0.00%
0.00%
Greater Asia 23.54%
Japan 5.73%
0.00%
8.22%
Hong Kong 4.24%
Taiwan 3.98%
9.58%
China 5.05%
India 2.43%
Indonesia 2.11%
Unidentified Region 1.19%

Stock Sector Exposure

Cyclical
34.32%
Materials
0.00%
Consumer Discretionary
14.74%
Financials
19.58%
Real Estate
0.00%
Sensitive
52.54%
Communication Services
7.90%
Energy
0.00%
Industrials
29.45%
Information Technology
15.19%
Defensive
10.57%
Consumer Staples
2.31%
Health Care
8.25%
Utilities
0.00%
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