Asset Allocation

As of July 31, 2025.
Type % Net
Cash -0.05%
Stock 98.53%
Bond 0.09%
Convertible 0.00%
Preferred 0.31%
Other 1.12%
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Market Capitalization

As of July 31, 2025
Large 85.67%
Mid 13.64%
Small 0.69%
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Region Exposure

% Developed Markets: 98.37%    % Emerging Markets: 0.05%    % Unidentified Markets: 1.58%

Americas -0.92%
-0.96%
United States -0.96%
0.04%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.63%
United Kingdom 14.57%
51.14%
Austria 0.22%
Belgium 0.81%
Denmark 1.94%
Finland 1.03%
France 10.08%
Germany 10.18%
Ireland 0.93%
Italy 3.06%
Netherlands 5.40%
Norway 0.61%
Portugal 0.15%
Spain 3.25%
Sweden 3.03%
Switzerland 9.73%
0.00%
0.93%
Israel 0.93%
Greater Asia 32.71%
Japan 21.74%
7.12%
Australia 6.83%
3.82%
Hong Kong 2.04%
Singapore 1.74%
0.03%
China 0.03%
Unidentified Region 1.58%

Stock Sector Exposure

Cyclical
41.00%
Materials
5.57%
Consumer Discretionary
9.45%
Financials
24.41%
Real Estate
1.57%
Sensitive
36.06%
Communication Services
5.21%
Energy
3.33%
Industrials
19.30%
Information Technology
8.22%
Defensive
22.40%
Consumer Staples
7.81%
Health Care
11.11%
Utilities
3.48%
Not Classified
0.55%
Non Classified Equity
0.33%
Not Classified - Non Equity
0.22%
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