Asset Allocation

As of July 31, 2025.
Type % Net
Cash 23.38%
Stock 81.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -4.96%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2025
Large 42.11%
Mid 39.24%
Small 18.66%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 81.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 18.38%

Americas 61.55%
61.55%
United States 61.55%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.07%
United Kingdom 14.99%
5.08%
Ireland 2.57%
Switzerland 2.51%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 18.38%

Stock Sector Exposure

Cyclical
100.0%
Materials
100.0%
Consumer Discretionary
0.00%
Financials
0.00%
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
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of July 31, 2025
View Region Exposure
Start Trial

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