Asset Allocation

As of July 31, 2026.
Type % Net
Cash 4.45%
Stock 92.83%
Bond 1.03%
Convertible 0.00%
Preferred 1.45%
Other 0.24%
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Market Capitalization

As of July 31, 2026
Large 58.96%
Mid 23.58%
Small 17.47%
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Region Exposure

% Developed Markets: 96.15%    % Emerging Markets: 1.37%    % Unidentified Markets: 2.48%

Americas 82.08%
81.66%
Canada 31.87%
United States 49.79%
0.42%
Brazil 0.18%
Mexico 0.07%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.00%
United Kingdom 7.64%
4.26%
Austria 0.01%
Denmark 0.22%
Finland 0.15%
France 1.63%
Germany 0.02%
Greece 0.18%
Ireland 0.20%
Italy 0.32%
Netherlands 0.39%
Norway 0.00%
Sweden 0.64%
Switzerland 0.49%
0.00%
0.10%
Israel 0.10%
Greater Asia 3.45%
Japan 1.10%
-0.06%
Australia -0.06%
1.52%
Hong Kong 0.07%
Singapore 0.20%
South Korea 0.00%
Taiwan 1.25%
0.89%
China 0.89%
Unidentified Region 2.48%

Stock Sector Exposure

Cyclical
23.74%
Materials
5.02%
Consumer Discretionary
9.52%
Financials
8.43%
Real Estate
0.77%
Sensitive
49.50%
Communication Services
8.78%
Energy
2.52%
Industrials
13.05%
Information Technology
25.15%
Defensive
21.67%
Consumer Staples
11.68%
Health Care
8.64%
Utilities
1.35%
Not Classified
4.07%
Non Classified Equity
4.07%
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