Asset Allocation

As of July 31, 2026.
Type % Net
Cash 37.23%
Stock 59.81%
Bond 2.24%
Convertible 0.00%
Preferred 0.75%
Other -0.03%
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Market Capitalization

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

% Developed Markets: 98.52%    % Emerging Markets: -0.02%    % Unidentified Markets: 1.50%

Americas 86.62%
84.33%
Canada -1.54%
United States 85.86%
2.30%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.93%
United Kingdom 2.09%
9.83%
France 6.93%
Ireland -0.07%
Netherlands -0.06%
Sweden -0.01%
Switzerland 3.05%
0.00%
0.00%
Greater Asia -0.05%
Japan 0.00%
0.00%
-0.05%
Singapore -0.05%
0.00%
Unidentified Region 1.50%

Stock Sector Exposure

Cyclical
104.8%
Materials
-0.19%
Consumer Discretionary
-1.39%
Financials
100.1%
Real Estate
6.30%
Sensitive
-7.45%
Communication Services
0.61%
Energy
-0.26%
Industrials
-1.42%
Information Technology
-6.39%
Defensive
-2.51%
Consumer Staples
-1.42%
Health Care
-0.86%
Utilities
-0.22%
Not Classified
-0.74%
Non Classified Equity
-0.74%
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