Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.06%
Stock 93.78%
Bond 0.03%
Convertible 0.00%
Preferred 4.26%
Other 1.88%
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Market Capitalization

As of July 31, 2026
Large 82.30%
Mid 9.68%
Small 8.02%
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Region Exposure

% Developed Markets: 91.32%    % Emerging Markets: 0.96%    % Unidentified Markets: 7.73%

Americas 82.42%
81.89%
Canada 5.73%
United States 76.16%
0.53%
Brazil 0.53%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.04%
United Kingdom 0.35%
3.39%
Austria 0.03%
France 0.07%
Greece 0.55%
Italy 0.94%
Netherlands 0.31%
Switzerland 1.49%
0.00%
0.30%
Israel 0.30%
Greater Asia 5.81%
Japan 0.74%
0.00%
4.64%
Singapore 0.84%
South Korea 0.02%
Taiwan 3.78%
0.43%
China 0.43%
Unidentified Region 7.73%

Stock Sector Exposure

Cyclical
26.34%
Materials
0.52%
Consumer Discretionary
13.94%
Financials
11.80%
Real Estate
0.09%
Sensitive
59.17%
Communication Services
11.38%
Energy
0.52%
Industrials
1.53%
Information Technology
45.73%
Defensive
8.55%
Consumer Staples
0.27%
Health Care
8.28%
Utilities
0.00%
Not Classified
5.94%
Non Classified Equity
5.94%
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