Asset Allocation

As of July 31, 2025.
Type % Net
Cash -0.27%
Stock 99.25%
Bond 0.29%
Convertible 0.00%
Preferred 0.00%
Other 0.73%
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Market Capitalization

As of July 31, 2025
Large 75.02%
Mid 15.69%
Small 9.29%
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Region Exposure

% Developed Markets: 98.85%    % Emerging Markets: 0.07%    % Unidentified Markets: 1.08%

Americas 96.35%
96.13%
Canada 0.07%
United States 96.05%
0.22%
Brazil 0.07%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.51%
United Kingdom 0.60%
1.91%
Finland 0.01%
Ireland 1.38%
Netherlands 0.03%
Switzerland 0.31%
0.00%
0.00%
Greater Asia 0.05%
Japan 0.00%
0.05%
Australia 0.05%
0.00%
0.00%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
29.09%
Materials
2.13%
Consumer Discretionary
10.77%
Financials
14.05%
Real Estate
2.14%
Sensitive
54.07%
Communication Services
9.56%
Energy
3.01%
Industrials
9.06%
Information Technology
32.44%
Defensive
16.02%
Consumer Staples
4.91%
Health Care
8.74%
Utilities
2.36%
Not Classified
0.83%
Non Classified Equity
0.16%
Not Classified - Non Equity
0.67%
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