Asset Allocation

As of July 31, 2026.
Type % Net
Cash 3.68%
Stock 96.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 69.73%
Mid 29.46%
Small 0.82%
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Region Exposure

% Developed Markets: 97.90%    % Emerging Markets: 2.02%    % Unidentified Markets: 0.08%

Americas 7.17%
5.14%
Canada 4.32%
United States 0.82%
2.03%
Mexico 0.60%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.43%
United Kingdom 15.95%
51.98%
Belgium 1.60%
France 10.48%
Germany 11.26%
Ireland 9.65%
Italy 2.42%
Netherlands 7.55%
Norway 1.83%
Spain 2.16%
Switzerland 5.03%
0.00%
1.50%
Israel 1.50%
Greater Asia 23.31%
Japan 20.46%
0.00%
1.43%
Hong Kong 1.43%
1.42%
India 0.64%
Indonesia 0.77%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
46.64%
Materials
1.10%
Consumer Discretionary
11.72%
Financials
32.37%
Real Estate
1.45%
Sensitive
31.76%
Communication Services
2.53%
Energy
3.88%
Industrials
17.37%
Information Technology
7.99%
Defensive
21.60%
Consumer Staples
9.91%
Health Care
11.69%
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