Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.36%
Stock 88.28%
Bond 0.44%
Convertible 0.00%
Preferred 4.09%
Other 6.83%
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Market Capitalization

As of July 31, 2025
Large 52.15%
Mid 22.07%
Small 25.77%
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Region Exposure

% Developed Markets: 81.62%    % Emerging Markets: 14.81%    % Unidentified Markets: 3.57%

Americas 64.91%
53.55%
Canada 15.47%
United States 38.08%
11.36%
Mexico 8.91%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.63%
United Kingdom 11.32%
8.32%
France 0.54%
Germany 2.07%
Ireland 2.54%
Switzerland 2.16%
0.00%
0.00%
Greater Asia 11.89%
Japan 3.63%
0.16%
Australia 0.16%
3.28%
Hong Kong 1.01%
Singapore 0.24%
South Korea 2.03%
4.83%
China 3.52%
Indonesia 1.31%
Unidentified Region 3.57%

Stock Sector Exposure

Cyclical
49.89%
Materials
27.03%
Consumer Discretionary
2.29%
Financials
0.00%
Real Estate
20.57%
Sensitive
31.06%
Communication Services
0.94%
Energy
14.21%
Industrials
11.06%
Information Technology
4.85%
Defensive
15.92%
Consumer Staples
3.30%
Health Care
2.88%
Utilities
9.73%
Not Classified
3.12%
Non Classified Equity
1.00%
Not Classified - Non Equity
2.12%
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