Asset Allocation

As of July 31, 2025.
Type % Net
Cash 18.98%
Stock 84.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -3.24%
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Market Capitalization

As of July 31, 2025
Large 27.54%
Mid 12.00%
Small 60.46%
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Region Exposure

% Developed Markets: 84.28%    % Emerging Markets: 0.00%    % Unidentified Markets: 15.72%

Americas 84.28%
80.85%
United States 80.85%
3.43%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 15.72%

Stock Sector Exposure

Cyclical
98.92%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
98.92%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
1.08%
Non Classified Equity
1.08%
Not Classified - Non Equity
0.00%
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