Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.26%
Stock 99.72%
Bond 0.02%
Convertible 0.00%
Preferred 0.15%
Other -0.15%
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Market Capitalization

As of July 31, 2026
Large 83.77%
Mid 13.83%
Small 2.40%
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Region Exposure

% Developed Markets: 94.43%    % Emerging Markets: 5.69%    % Unidentified Markets: -0.12%

Americas 60.74%
60.39%
Canada 2.03%
United States 58.36%
0.35%
Brazil 0.21%
Mexico 0.03%
Peru 0.11%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.29%
United Kingdom 4.66%
13.44%
Denmark 0.42%
Finland 0.78%
France 2.00%
Germany 0.59%
Ireland 2.16%
Italy 1.28%
Netherlands 2.20%
Norway 0.32%
Portugal 0.80%
Spain 1.72%
Switzerland 1.17%
0.03%
Poland 0.03%
1.15%
Saudi Arabia 0.62%
South Africa 0.13%
United Arab Emirates 0.41%
Greater Asia 20.10%
Japan 4.78%
0.00%
Australia 0.00%
10.75%
Hong Kong 1.20%
Singapore 0.85%
South Korea 2.62%
Taiwan 6.09%
4.56%
China 4.56%
India 0.00%
Unidentified Region -0.12%

Stock Sector Exposure

Cyclical
30.33%
Materials
3.13%
Consumer Discretionary
7.42%
Financials
17.81%
Real Estate
1.97%
Sensitive
55.95%
Communication Services
10.04%
Energy
3.35%
Industrials
12.59%
Information Technology
29.97%
Defensive
13.50%
Consumer Staples
3.02%
Health Care
7.51%
Utilities
2.97%
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