Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.73%
Stock 97.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2025
Large 67.82%
Mid 18.74%
Small 13.44%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.17%

Americas 93.36%
93.36%
Canada 3.16%
United States 90.20%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.82%
United Kingdom 2.29%
4.53%
Denmark 1.61%
Switzerland 2.92%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.17%

Stock Sector Exposure

Cyclical
34.64%
Materials
0.00%
Consumer Discretionary
25.10%
Financials
9.54%
Real Estate
0.00%
Sensitive
31.29%
Communication Services
6.78%
Energy
6.19%
Industrials
12.69%
Information Technology
5.63%
Defensive
34.07%
Consumer Staples
16.33%
Health Care
17.74%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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