Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.41%
Stock 97.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of July 31, 2026
Large 74.39%
Mid 24.91%
Small 0.70%
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Region Exposure

% Developed Markets: 93.17%    % Emerging Markets: 6.75%    % Unidentified Markets: 0.08%

Americas 12.10%
3.61%
Canada 2.99%
United States 0.62%
8.49%
Mexico 3.88%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.86%
United Kingdom 15.26%
48.10%
Belgium 1.02%
France 9.76%
Germany 9.82%
Ireland 11.05%
Italy 1.60%
Netherlands 6.49%
Norway 1.55%
Spain 1.11%
Switzerland 5.70%
0.00%
1.50%
Israel 1.50%
Greater Asia 22.95%
Japan 15.59%
0.00%
4.49%
Hong Kong 2.20%
South Korea 2.30%
2.87%
India 1.15%
Indonesia 0.92%
Thailand 0.81%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
50.31%
Materials
1.03%
Consumer Discretionary
10.00%
Financials
37.99%
Real Estate
1.30%
Sensitive
28.00%
Communication Services
1.99%
Energy
4.21%
Industrials
14.89%
Information Technology
6.91%
Defensive
21.69%
Consumer Staples
9.85%
Health Care
11.84%
Utilities
0.00%
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