Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.06%
Stock 99.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.54%
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Market Capitalization

As of July 31, 2025
Large 86.13%
Mid 10.44%
Small 3.42%
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Region Exposure

% Developed Markets: 100.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.54%

Americas 81.90%
81.90%
Canada 0.99%
United States 80.91%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.28%
United Kingdom 2.14%
6.40%
Denmark 0.00%
France 2.04%
Italy 2.18%
Switzerland 2.18%
0.00%
5.75%
Israel 5.75%
Greater Asia 4.36%
Japan 2.35%
0.00%
2.01%
Taiwan 2.01%
0.00%
Unidentified Region -0.54%

Stock Sector Exposure

Cyclical
38.02%
Materials
2.19%
Consumer Discretionary
9.40%
Financials
26.43%
Real Estate
0.00%
Sensitive
61.98%
Communication Services
7.15%
Energy
0.00%
Industrials
20.26%
Information Technology
34.56%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
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