Asset Allocation

As of July 31, 2025.
Type % Net
Cash -0.04%
Stock 99.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.54%
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Market Capitalization

As of July 31, 2025
Large 73.10%
Mid 18.16%
Small 8.74%
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Region Exposure

% Developed Markets: 96.22%    % Emerging Markets: 3.24%    % Unidentified Markets: 0.54%

Americas 27.13%
25.65%
Canada -0.03%
United States 25.69%
1.48%
Mexico 1.48%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.13%
United Kingdom 9.22%
33.91%
Denmark 3.41%
Finland 9.75%
France 4.41%
Germany 2.09%
Ireland 3.44%
Norway 1.83%
Switzerland 5.42%
0.00%
0.00%
Greater Asia 29.20%
Japan 14.00%
0.00%
13.44%
Hong Kong 4.32%
Singapore 4.54%
South Korea 3.35%
Taiwan 1.22%
1.76%
India 1.76%
Unidentified Region 0.54%

Stock Sector Exposure

Cyclical
42.11%
Materials
10.81%
Consumer Discretionary
10.18%
Financials
21.12%
Real Estate
0.00%
Sensitive
46.74%
Communication Services
3.21%
Energy
4.36%
Industrials
21.52%
Information Technology
17.66%
Defensive
11.14%
Consumer Staples
2.39%
Health Care
8.76%
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