Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.54%
Stock 93.29%
Bond 0.39%
Convertible 0.00%
Preferred 0.14%
Other 5.64%
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Market Capitalization

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

% Developed Markets: 86.88%    % Emerging Markets: 7.36%    % Unidentified Markets: 5.76%

Americas 62.56%
60.21%
Canada 0.08%
United States 60.13%
2.36%
Argentina 0.00%
Brazil 0.44%
Chile 0.08%
Colombia 0.07%
Mexico 0.32%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.64%
United Kingdom 3.53%
11.43%
Austria 0.41%
Belgium 0.42%
Denmark 0.70%
Finland 0.68%
France 1.26%
Germany 1.47%
Greece 0.07%
Ireland 0.47%
Italy 1.09%
Netherlands 0.43%
Norway 0.15%
Portugal 0.14%
Spain 0.79%
Sweden 0.83%
Switzerland 2.23%
0.31%
Poland 0.19%
Turkey 0.10%
1.37%
Israel 0.29%
Qatar 0.09%
Saudi Arabia 0.38%
South Africa 0.36%
United Arab Emirates 0.16%
Greater Asia 15.03%
Japan 5.59%
0.02%
Australia 0.02%
4.07%
Hong Kong 0.75%
Singapore 0.07%
South Korea 1.12%
Taiwan 2.14%
5.35%
China 2.17%
India 2.45%
Indonesia 0.16%
Malaysia 0.16%
Philippines 0.09%
Thailand 0.31%
Unidentified Region 5.76%

Stock Sector Exposure

Cyclical
36.64%
Materials
6.50%
Consumer Discretionary
11.97%
Financials
16.68%
Real Estate
1.49%
Sensitive
36.12%
Communication Services
2.57%
Energy
3.26%
Industrials
19.82%
Information Technology
10.46%
Defensive
14.94%
Consumer Staples
4.36%
Health Care
7.75%
Utilities
2.83%
Not Classified
12.30%
Non Classified Equity
0.68%
Not Classified - Non Equity
11.62%
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