Asset Allocation

As of July 31, 2025.
Type % Net
Cash -0.31%
Stock 98.71%
Bond 0.37%
Convertible 0.00%
Preferred 0.00%
Other 1.23%
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Market Capitalization

As of July 31, 2025
Large 24.70%
Mid 37.90%
Small 37.40%
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Region Exposure

% Developed Markets: 97.88%    % Emerging Markets: 0.20%    % Unidentified Markets: 1.92%

Americas 63.35%
63.01%
Canada 2.16%
United States 60.85%
0.34%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.11%
United Kingdom 3.82%
8.84%
Austria 0.04%
Belgium 0.98%
Finland 0.13%
France 1.73%
Germany 1.80%
Ireland 0.03%
Italy 0.02%
Netherlands 0.17%
Norway 0.05%
Spain 0.42%
Sweden 1.81%
Switzerland 1.47%
0.00%
0.45%
Israel 0.45%
Greater Asia 21.62%
Japan 8.87%
6.81%
Australia 6.57%
5.95%
Hong Kong 2.89%
Singapore 3.06%
0.00%
Unidentified Region 1.92%

Stock Sector Exposure

Cyclical
95.72%
Materials
0.00%
Consumer Discretionary
0.03%
Financials
0.00%
Real Estate
95.69%
Sensitive
0.37%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.37%
Defensive
0.20%
Consumer Staples
0.00%
Health Care
0.20%
Utilities
0.00%
Not Classified
3.72%
Non Classified Equity
2.86%
Not Classified - Non Equity
0.86%
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