Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.02%
Stock 85.71%
Bond 0.72%
Convertible 0.00%
Preferred 0.38%
Other 12.16%
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Market Capitalization

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

% Developed Markets: 85.16%    % Emerging Markets: 2.79%    % Unidentified Markets: 12.05%

Americas 61.60%
60.72%
Canada 24.39%
United States 36.33%
0.88%
Brazil 0.32%
Mexico 0.12%
Peru 0.02%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.05%
United Kingdom 3.75%
12.91%
Austria 0.06%
Belgium 0.06%
Denmark 0.34%
Finland 0.18%
France 3.12%
Germany 1.47%
Greece 0.03%
Ireland 1.81%
Italy 0.36%
Netherlands 2.38%
Norway 0.00%
Spain 0.49%
Sweden 0.65%
Switzerland 1.87%
0.05%
Poland 0.03%
Russia 0.00%
Turkey 0.01%
0.35%
Israel 0.12%
Saudi Arabia 0.03%
South Africa 0.09%
United Arab Emirates 0.11%
Greater Asia 9.30%
Japan 3.27%
0.71%
Australia 0.71%
3.25%
Hong Kong 0.63%
Singapore 0.36%
South Korea 0.60%
Taiwan 1.63%
2.07%
China 1.14%
India 0.83%
Indonesia 0.02%
Kazakhstan 0.01%
Malaysia 0.03%
Philippines 0.01%
Thailand 0.02%
Unidentified Region 12.05%

Stock Sector Exposure

Cyclical
32.23%
Materials
3.94%
Consumer Discretionary
8.52%
Financials
17.86%
Real Estate
1.91%
Sensitive
40.79%
Communication Services
4.99%
Energy
4.35%
Industrials
12.32%
Information Technology
19.13%
Defensive
14.42%
Consumer Staples
5.55%
Health Care
7.53%
Utilities
1.33%
Not Classified
12.56%
Non Classified Equity
0.34%
Not Classified - Non Equity
12.22%
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