Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.63%
Stock 99.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of July 31, 2026
Large 90.46%
Mid 6.44%
Small 3.11%
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Region Exposure

% Developed Markets: 96.32%    % Emerging Markets: 3.70%    % Unidentified Markets: -0.02%

Americas 62.55%
60.34%
Canada 2.33%
United States 58.01%
2.21%
Brazil 0.63%
Mexico 0.98%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.29%
United Kingdom 7.47%
13.81%
Denmark 0.00%
Finland 0.99%
France 5.33%
Germany 3.86%
Italy 2.39%
Netherlands 1.25%
0.00%
0.00%
Greater Asia 16.19%
Japan 7.62%
0.00%
7.08%
Hong Kong 1.30%
Singapore 0.40%
South Korea 1.84%
Taiwan 3.54%
1.49%
China 1.49%
India 0.00%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
32.32%
Materials
4.45%
Consumer Discretionary
11.29%
Financials
16.58%
Real Estate
0.00%
Sensitive
49.13%
Communication Services
7.37%
Energy
3.50%
Industrials
8.08%
Information Technology
30.18%
Defensive
18.56%
Consumer Staples
5.72%
Health Care
9.28%
Utilities
3.55%
Not Classified
0.00%
Non Classified Equity
0.00%
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