Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.28%
Stock 92.88%
Bond 2.36%
Convertible 0.00%
Preferred 1.21%
Other 0.27%
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Market Capitalization

As of July 31, 2025
Large 90.30%
Mid 9.69%
Small 0.01%
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Region Exposure

% Developed Markets: 93.25%    % Emerging Markets: 2.99%    % Unidentified Markets: 3.75%

Americas 13.77%
13.77%
Canada 7.15%
United States 6.62%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.11%
United Kingdom 10.27%
45.83%
Denmark 3.66%
Finland 0.17%
France 14.11%
Germany 5.80%
Ireland 8.75%
Netherlands 5.18%
Norway 1.43%
Sweden 2.88%
Switzerland 3.86%
0.00%
0.00%
Greater Asia 26.37%
Japan 13.60%
0.68%
Australia 0.68%
9.10%
South Korea 3.43%
Taiwan 5.67%
2.99%
India 2.99%
Unidentified Region 3.75%

Stock Sector Exposure

Cyclical
25.85%
Materials
7.52%
Consumer Discretionary
9.68%
Financials
8.66%
Real Estate
0.00%
Sensitive
56.83%
Communication Services
1.88%
Energy
1.59%
Industrials
25.88%
Information Technology
27.48%
Defensive
11.26%
Consumer Staples
3.76%
Health Care
7.50%
Utilities
0.00%
Not Classified
6.06%
Non Classified Equity
3.61%
Not Classified - Non Equity
2.45%
As of July 31, 2025
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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