Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.99%
Stock 98.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2025
Large 90.95%
Mid 4.27%
Small 4.78%
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Region Exposure

% Developed Markets: 78.71%    % Emerging Markets: 21.39%    % Unidentified Markets: -0.10%

Americas 27.26%
16.65%
Canada 5.75%
United States 10.90%
10.61%
Brazil 2.26%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.64%
United Kingdom 9.15%
37.49%
Belgium 1.57%
Denmark 3.29%
France 5.91%
Germany 5.29%
Ireland 3.14%
Netherlands 8.77%
Switzerland 9.52%
0.00%
0.00%
Greater Asia 26.20%
Japan 2.68%
5.93%
Australia 5.93%
6.80%
Hong Kong 1.84%
Singapore 4.97%
10.78%
China 10.78%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
36.31%
Materials
0.00%
Consumer Discretionary
28.05%
Financials
8.26%
Real Estate
0.00%
Sensitive
36.00%
Communication Services
7.00%
Energy
0.00%
Industrials
5.57%
Information Technology
23.43%
Defensive
27.70%
Consumer Staples
11.39%
Health Care
16.31%
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