Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.99%
Stock 98.18%
Bond 0.12%
Convertible 0.00%
Preferred 0.00%
Other 0.70%
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Market Capitalization

As of July 31, 2026
Large 85.19%
Mid 10.74%
Small 4.07%
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Region Exposure

% Developed Markets: 99.14%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.86%

Americas 63.76%
62.25%
Canada 1.19%
United States 61.06%
1.51%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.19%
United Kingdom 5.42%
20.77%
Belgium 2.33%
France 1.47%
Germany 2.00%
Ireland 3.15%
Netherlands 4.37%
Norway 0.00%
Portugal 0.74%
Spain 2.93%
Switzerland 3.32%
0.00%
0.00%
Greater Asia 9.20%
Japan 4.34%
0.09%
Australia 0.09%
4.76%
Hong Kong 1.53%
Singapore 0.01%
Taiwan 3.22%
0.00%
India 0.00%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
31.21%
Materials
3.26%
Consumer Discretionary
9.21%
Financials
17.04%
Real Estate
1.69%
Sensitive
53.24%
Communication Services
7.73%
Energy
3.95%
Industrials
11.24%
Information Technology
30.32%
Defensive
14.44%
Consumer Staples
4.34%
Health Care
7.98%
Utilities
2.13%
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