Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.52%
Stock 98.46%
Bond 0.61%
Convertible 0.00%
Preferred 0.00%
Other 0.41%
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Market Capitalization

As of July 31, 2026
Large 83.08%
Mid 14.55%
Small 2.36%
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Region Exposure

% Developed Markets: 98.96%    % Emerging Markets: 0.12%    % Unidentified Markets: 0.92%

Americas 0.75%
0.62%
United States 0.62%
0.12%
Mexico 0.12%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 68.90%
United Kingdom 11.27%
55.50%
Austria 0.14%
Belgium 1.75%
Denmark 3.15%
Finland 1.25%
France 9.03%
Germany 9.41%
Ireland 0.70%
Italy 1.93%
Netherlands 7.13%
Norway 0.49%
Spain 2.51%
Sweden 2.38%
Switzerland 15.64%
0.00%
2.13%
Israel 2.13%
Greater Asia 29.44%
Japan 22.11%
4.60%
Australia 4.31%
2.73%
Hong Kong 2.41%
Singapore 0.32%
0.00%
Unidentified Region 0.92%

Stock Sector Exposure

Cyclical
35.97%
Materials
1.53%
Consumer Discretionary
13.64%
Financials
20.67%
Real Estate
0.13%
Sensitive
36.99%
Communication Services
2.42%
Energy
0.76%
Industrials
15.25%
Information Technology
18.56%
Defensive
25.96%
Consumer Staples
6.51%
Health Care
19.14%
Utilities
0.31%
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