Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.31%
Stock 99.28%
Bond 0.33%
Convertible 0.00%
Preferred 0.11%
Other -0.03%
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Market Capitalization

As of July 31, 2026
Large 79.03%
Mid 15.50%
Small 5.46%
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Region Exposure

% Developed Markets: 94.73%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.27%

Americas 87.18%
86.74%
Canada 0.93%
United States 85.80%
0.44%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.11%
United Kingdom 1.59%
4.52%
Ireland 0.77%
Italy 0.26%
Netherlands 0.94%
Spain 0.34%
Sweden 0.18%
Switzerland 2.03%
0.00%
0.00%
Greater Asia 1.45%
Japan 0.00%
0.00%
1.45%
Singapore 0.31%
Taiwan 1.14%
0.00%
Unidentified Region 5.27%

Stock Sector Exposure

Cyclical
22.14%
Materials
2.76%
Consumer Discretionary
8.43%
Financials
9.27%
Real Estate
1.68%
Sensitive
59.85%
Communication Services
7.75%
Energy
3.94%
Industrials
11.79%
Information Technology
36.37%
Defensive
12.39%
Consumer Staples
2.41%
Health Care
9.40%
Utilities
0.58%
Not Classified
5.00%
Non Classified Equity
5.00%
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