Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.00%
Stock 98.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.55%
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Market Capitalization

As of July 31, 2025
Large 70.97%
Mid 15.41%
Small 13.62%
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Region Exposure

% Developed Markets: 94.84%    % Emerging Markets: 4.61%    % Unidentified Markets: 0.55%

Americas 3.08%
1.05%
Canada -2.24%
United States 3.29%
2.03%
Mexico 2.03%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.28%
United Kingdom 19.29%
45.99%
Denmark 3.49%
Finland 10.01%
France 4.99%
Germany 5.50%
Ireland 2.87%
Italy 2.06%
Norway 2.39%
Spain 5.45%
Switzerland 5.77%
0.00%
0.00%
Greater Asia 31.09%
Japan 13.59%
0.00%
14.93%
Hong Kong 4.27%
Singapore 4.99%
South Korea 3.96%
Taiwan 1.70%
2.58%
India 2.58%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
42.95%
Materials
10.91%
Consumer Discretionary
7.00%
Financials
25.03%
Real Estate
0.00%
Sensitive
48.30%
Communication Services
0.00%
Energy
4.92%
Industrials
22.69%
Information Technology
20.68%
Defensive
8.75%
Consumer Staples
2.33%
Health Care
6.42%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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