Asset Allocation

As of July 31, 2025.
Type % Net
Cash 12.48%
Stock 65.40%
Bond 0.29%
Convertible 0.00%
Preferred 0.72%
Other 21.11%
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Market Capitalization

As of July 31, 2025
Large 51.71%
Mid 28.45%
Small 19.84%
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Region Exposure

% Developed Markets: 78.78%    % Emerging Markets: 0.00%    % Unidentified Markets: 21.22%

Americas 65.18%
65.18%
Canada 0.68%
United States 64.51%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.69%
United Kingdom 5.79%
5.90%
France 0.87%
Germany 1.26%
Ireland 1.76%
Netherlands 1.01%
Switzerland 1.00%
0.00%
0.00%
Greater Asia 1.91%
Japan 0.00%
0.00%
1.91%
South Korea 1.91%
0.00%
Unidentified Region 21.22%

Stock Sector Exposure

Cyclical
35.27%
Materials
4.50%
Consumer Discretionary
7.86%
Financials
19.82%
Real Estate
3.08%
Sensitive
39.79%
Communication Services
9.74%
Energy
6.02%
Industrials
13.32%
Information Technology
10.71%
Defensive
24.03%
Consumer Staples
5.28%
Health Care
15.04%
Utilities
3.72%
Not Classified
0.91%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.91%
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