Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.08%
Stock 97.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of July 31, 2026
Large 5.03%
Mid 39.87%
Small 55.10%
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Region Exposure

% Developed Markets: 97.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.01%

Americas 93.09%
90.89%
United States 90.89%
2.20%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.90%
United Kingdom 1.16%
3.74%
Ireland 3.74%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.01%

Stock Sector Exposure

Cyclical
38.63%
Materials
4.95%
Consumer Discretionary
7.25%
Financials
18.42%
Real Estate
8.01%
Sensitive
38.92%
Communication Services
1.54%
Energy
7.51%
Industrials
15.57%
Information Technology
14.30%
Defensive
20.37%
Consumer Staples
3.04%
Health Care
9.49%
Utilities
7.84%
Not Classified
2.08%
Non Classified Equity
2.08%
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