Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.40%
Stock 97.44%
Bond 0.24%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of July 31, 2026
Large 1.23%
Mid 2.07%
Small 96.69%
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Region Exposure

% Developed Markets: 98.32%    % Emerging Markets: 0.83%    % Unidentified Markets: 0.85%

Americas 89.12%
89.09%
Canada 0.88%
United States 88.22%
0.03%
Colombia 0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.87%
United Kingdom 3.59%
1.91%
Belgium 0.00%
Finland 0.00%
France 0.69%
Germany 0.01%
Ireland 0.04%
Italy 0.00%
Netherlands 0.03%
Norway 0.02%
Spain 0.25%
Sweden 0.06%
Switzerland 0.79%
0.00%
4.36%
Israel 4.35%
Saudi Arabia 0.00%
United Arab Emirates 0.02%
Greater Asia 0.16%
Japan 0.01%
0.12%
Australia 0.11%
0.03%
Singapore 0.03%
0.00%
Unidentified Region 0.85%

Stock Sector Exposure

Cyclical
14.02%
Materials
0.04%
Consumer Discretionary
7.98%
Financials
5.97%
Real Estate
0.02%
Sensitive
56.66%
Communication Services
0.33%
Energy
5.43%
Industrials
26.16%
Information Technology
24.75%
Defensive
26.90%
Consumer Staples
1.84%
Health Care
25.05%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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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