Asset Allocation

As of July 31, 2025.
Type % Net
Cash 30.30%
Stock 70.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.31%
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Market Capitalization

As of July 31, 2025
Large 81.33%
Mid 15.04%
Small 3.64%
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Region Exposure

% Developed Markets: 70.56%    % Emerging Markets: 0.00%    % Unidentified Markets: 29.44%

Americas 68.83%
68.77%
Canada 0.03%
United States 68.74%
0.06%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.69%
United Kingdom 0.36%
1.33%
Ireland 1.04%
Netherlands 0.07%
Switzerland 0.22%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.00%
0.04%
Singapore 0.04%
0.00%
Unidentified Region 29.44%

Stock Sector Exposure

Cyclical
28.05%
Materials
1.83%
Consumer Discretionary
10.54%
Financials
13.76%
Real Estate
1.92%
Sensitive
55.54%
Communication Services
9.85%
Energy
2.99%
Industrials
8.27%
Information Technology
34.43%
Defensive
16.32%
Consumer Staples
5.07%
Health Care
8.79%
Utilities
2.45%
Not Classified
0.09%
Non Classified Equity
0.09%
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