Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.28%
Stock 94.28%
Bond 0.28%
Convertible 0.00%
Preferred 1.37%
Other 1.79%
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Market Capitalization

As of July 31, 2026
Large 40.51%
Mid 41.93%
Small 17.56%
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Region Exposure

% Developed Markets: 94.44%    % Emerging Markets: 3.28%    % Unidentified Markets: 2.28%

Americas 8.99%
7.22%
Canada 4.51%
United States 2.71%
1.77%
Mexico 1.77%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.53%
United Kingdom 16.08%
47.45%
Denmark 4.17%
Finland 5.57%
France 5.57%
Germany 7.82%
Italy 6.42%
Netherlands 4.60%
Norway 3.75%
Spain 1.49%
Sweden 3.72%
Switzerland 4.35%
0.00%
0.00%
Greater Asia 25.21%
Japan 15.61%
4.16%
Australia 4.16%
3.92%
Hong Kong 3.03%
South Korea 0.89%
1.52%
Indonesia 1.52%
Unidentified Region 2.28%

Stock Sector Exposure

Cyclical
46.17%
Materials
9.22%
Consumer Discretionary
4.65%
Financials
30.99%
Real Estate
1.31%
Sensitive
34.97%
Communication Services
0.00%
Energy
5.60%
Industrials
22.93%
Information Technology
6.44%
Defensive
16.49%
Consumer Staples
5.08%
Health Care
3.78%
Utilities
7.62%
Not Classified
1.79%
Non Classified Equity
1.79%
As of July 31, 2026
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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