Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.03%
Stock 97.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 84.95%
Mid 12.47%
Small 2.58%
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Region Exposure

% Developed Markets: 98.60%    % Emerging Markets: 0.96%    % Unidentified Markets: 0.44%

Americas 52.17%
52.17%
Canada 1.59%
United States 50.59%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.46%
United Kingdom 10.85%
27.61%
France 11.53%
Germany 1.03%
Greece 1.72%
Ireland 3.95%
Netherlands 6.25%
Spain 3.12%
0.00%
0.00%
Greater Asia 8.93%
Japan 3.13%
1.64%
Australia 1.64%
3.20%
Hong Kong 2.18%
South Korea 1.02%
0.96%
China 0.96%
Unidentified Region 0.44%

Stock Sector Exposure

Cyclical
36.59%
Materials
5.01%
Consumer Discretionary
10.08%
Financials
19.20%
Real Estate
2.30%
Sensitive
41.07%
Communication Services
6.20%
Energy
0.00%
Industrials
10.38%
Information Technology
24.48%
Defensive
22.34%
Consumer Staples
9.21%
Health Care
11.94%
Utilities
1.18%
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