Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.19%
Stock 99.33%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.51%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2025
Large 86.22%
Mid 10.40%
Small 3.37%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.51%

Americas 81.84%
81.84%
Canada 1.12%
United States 80.72%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.23%
United Kingdom 2.11%
6.37%
Denmark 0.00%
France 2.04%
Italy 2.18%
Switzerland 2.15%
0.00%
5.75%
Israel 5.75%
Greater Asia 4.44%
Japan 2.35%
0.00%
2.09%
Taiwan 2.09%
0.00%
Unidentified Region -0.51%

Stock Sector Exposure

Cyclical
37.94%
Materials
2.17%
Consumer Discretionary
9.38%
Financials
26.39%
Real Estate
0.00%
Sensitive
62.06%
Communication Services
7.18%
Energy
0.00%
Industrials
20.28%
Information Technology
34.60%
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
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