Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.82%
Stock 93.60%
Bond 2.65%
Convertible 0.00%
Preferred 0.53%
Other 0.40%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.98%    % Emerging Markets: 0.16%    % Unidentified Markets: -0.14%

Americas 56.26%
55.00%
Canada 8.92%
United States 46.08%
1.26%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.66%
United Kingdom 7.54%
19.56%
Austria 0.50%
Belgium 0.99%
Denmark 0.30%
Finland 0.90%
France 2.80%
Germany 2.70%
Greece 0.12%
Ireland 0.99%
Italy 2.73%
Netherlands 0.52%
Norway 0.13%
Portugal 0.55%
Spain 0.42%
Sweden 2.68%
Switzerland 2.96%
0.00%
0.56%
Israel 0.56%
Greater Asia 16.22%
Japan 14.79%
-0.15%
Australia -0.15%
1.58%
Hong Kong 0.98%
Singapore 0.60%
0.00%
Unidentified Region -0.14%

Stock Sector Exposure

Cyclical
38.05%
Materials
6.32%
Consumer Discretionary
11.92%
Financials
15.54%
Real Estate
4.28%
Sensitive
44.00%
Communication Services
2.81%
Energy
4.00%
Industrials
25.40%
Information Technology
11.79%
Defensive
14.84%
Consumer Staples
3.37%
Health Care
9.05%
Utilities
2.42%
Not Classified
3.11%
Non Classified Equity
0.16%
Not Classified - Non Equity
2.94%
As of July 31, 2025
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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