Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.96%
Stock 96.69%
Bond 2.35%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 96.12%
Mid 3.88%
Small 0.00%
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Region Exposure

% Developed Markets: 96.88%    % Emerging Markets: 3.14%    % Unidentified Markets: -0.02%

Americas 3.28%
3.28%
Canada 3.10%
United States 0.18%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 77.06%
United Kingdom 23.78%
53.28%
France 21.18%
Germany 8.85%
Ireland 0.67%
Netherlands 8.26%
Norway 1.29%
Spain 3.79%
Sweden 5.18%
Switzerland 3.00%
0.00%
0.00%
Greater Asia 19.67%
Japan 12.43%
0.00%
4.11%
Taiwan 4.11%
3.14%
India 3.14%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
48.32%
Materials
10.18%
Consumer Discretionary
7.54%
Financials
30.60%
Real Estate
0.00%
Sensitive
42.10%
Communication Services
0.00%
Energy
5.05%
Industrials
19.91%
Information Technology
17.14%
Defensive
9.58%
Consumer Staples
1.08%
Health Care
5.79%
Utilities
2.71%
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