Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.21%
Stock 96.96%
Bond 1.92%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 1.09%
Mid 8.60%
Small 90.31%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.32%    % Emerging Markets: 1.56%    % Unidentified Markets: 1.12%

Americas 92.32%
89.69%
Canada 2.17%
United States 87.53%
2.63%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.86%
United Kingdom 3.27%
0.00%
0.00%
2.60%
Israel 2.60%
Greater Asia 0.70%
Japan 0.00%
0.70%
Australia 0.70%
0.00%
0.00%
Unidentified Region 1.12%

Stock Sector Exposure

Cyclical
21.39%
Materials
2.03%
Consumer Discretionary
13.23%
Financials
5.14%
Real Estate
0.98%
Sensitive
52.15%
Communication Services
2.14%
Energy
2.83%
Industrials
24.77%
Information Technology
22.41%
Defensive
23.33%
Consumer Staples
2.23%
Health Care
21.11%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
View Region Exposure
Start Trial

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