Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.32%
Stock 96.90%
Bond 1.35%
Convertible 0.00%
Preferred 0.00%
Other 0.43%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 8.45%
Mid 20.71%
Small 70.84%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.16%

Americas 91.51%
90.21%
Canada 3.20%
United States 87.01%
1.30%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.15%
United Kingdom 3.26%
2.74%
Belgium 0.53%
Finland 0.28%
Germany 0.18%
Ireland 0.25%
Italy 1.04%
Netherlands 0.47%
0.00%
0.15%
Israel 0.15%
Greater Asia 0.18%
Japan 0.00%
0.00%
0.18%
Hong Kong 0.18%
0.00%
Unidentified Region 2.16%

Stock Sector Exposure

Cyclical
35.58%
Materials
5.95%
Consumer Discretionary
9.96%
Financials
13.37%
Real Estate
6.30%
Sensitive
45.62%
Communication Services
0.97%
Energy
6.06%
Industrials
24.75%
Information Technology
13.85%
Defensive
13.28%
Consumer Staples
2.39%
Health Care
9.22%
Utilities
1.67%
Not Classified
2.95%
Non Classified Equity
2.95%
As of July 31, 2026
View Region Exposure
Start Trial

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