Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.02%
Stock 97.46%
Bond 1.11%
Convertible 0.00%
Preferred 0.00%
Other 0.41%
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Market Capitalization

As of July 31, 2026
Large 91.32%
Mid 7.27%
Small 1.41%
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Region Exposure

% Developed Markets: 98.04%    % Emerging Markets: 0.48%    % Unidentified Markets: 1.49%

Americas 1.99%
1.99%
United States 1.99%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 72.37%
United Kingdom 20.65%
51.05%
Austria 0.64%
Belgium 2.12%
Denmark 0.63%
Finland 1.38%
France 10.95%
Germany 10.98%
Ireland 1.96%
Italy 5.63%
Netherlands 0.12%
Portugal 1.12%
Spain 4.68%
Sweden 1.89%
Switzerland 8.96%
0.00%
0.67%
Israel 0.45%
South Africa 0.22%
Greater Asia 24.15%
Japan 21.57%
0.59%
Australia 0.59%
1.73%
Hong Kong 0.59%
Singapore 1.13%
0.25%
India 0.25%
Unidentified Region 1.49%

Stock Sector Exposure

Cyclical
56.47%
Materials
8.72%
Consumer Discretionary
5.12%
Financials
41.72%
Real Estate
0.92%
Sensitive
25.93%
Communication Services
2.16%
Energy
6.51%
Industrials
16.06%
Information Technology
1.20%
Defensive
15.48%
Consumer Staples
4.95%
Health Care
7.19%
Utilities
3.34%
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