Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.76%
Stock 96.54%
Bond 1.70%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 87.17%
Mid 12.05%
Small 0.79%
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Region Exposure

% Developed Markets: 97.18%    % Emerging Markets: 1.07%    % Unidentified Markets: 1.76%

Americas 3.86%
3.86%
Canada 0.80%
United States 3.06%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.42%
United Kingdom 19.51%
49.66%
Belgium 1.41%
Denmark 1.16%
France 9.67%
Germany 6.81%
Ireland 2.21%
Italy 5.70%
Netherlands 6.64%
Spain 8.43%
Sweden 2.03%
Switzerland 5.61%
0.00%
0.24%
Israel 0.24%
Greater Asia 24.96%
Japan 20.78%
0.00%
3.11%
Hong Kong 1.05%
Taiwan 2.06%
1.07%
China 0.80%
Philippines 0.27%
Unidentified Region 1.76%

Stock Sector Exposure

Cyclical
37.44%
Materials
7.71%
Consumer Discretionary
5.22%
Financials
24.51%
Real Estate
0.00%
Sensitive
43.73%
Communication Services
0.72%
Energy
0.67%
Industrials
27.91%
Information Technology
14.43%
Defensive
15.59%
Consumer Staples
4.67%
Health Care
7.52%
Utilities
3.40%
Not Classified
0.01%
Non Classified Equity
0.01%
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