Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.37%
Stock 99.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.47%

Americas 40.36%
40.36%
Canada -0.35%
United States 40.70%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.49%
United Kingdom 19.03%
33.46%
Austria 2.80%
Belgium 1.01%
Denmark 0.00%
France 11.26%
Germany 3.98%
Italy 4.87%
Netherlands 5.72%
Spain 2.43%
Switzerland 1.38%
0.00%
0.00%
Greater Asia 6.69%
Japan 3.36%
0.00%
3.32%
Singapore 1.01%
Taiwan 2.31%
0.00%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
30.07%
Materials
2.49%
Consumer Discretionary
9.47%
Financials
18.10%
Real Estate
0.00%
Sensitive
46.90%
Communication Services
9.55%
Energy
4.96%
Industrials
14.78%
Information Technology
17.61%
Defensive
23.04%
Consumer Staples
10.14%
Health Care
6.46%
Utilities
6.44%
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