Asset Allocation

As of July 31, 2026.
Type % Net
Cash -0.12%
Stock 99.31%
Bond 0.81%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 75.90%
Mid 14.67%
Small 9.43%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.65%    % Emerging Markets: 6.38%    % Unidentified Markets: -0.03%

Americas 55.26%
55.26%
Canada 0.72%
United States 54.54%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.17%
United Kingdom 8.92%
26.25%
Denmark 6.15%
France 11.53%
Ireland 1.88%
Netherlands 3.77%
Switzerland 2.92%
0.00%
0.00%
Greater Asia 9.60%
Japan 3.22%
0.00%
0.00%
6.38%
China 6.38%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
34.71%
Materials
5.05%
Consumer Discretionary
8.69%
Financials
20.97%
Real Estate
0.00%
Sensitive
27.97%
Communication Services
0.00%
Energy
0.00%
Industrials
10.39%
Information Technology
17.58%
Defensive
37.32%
Consumer Staples
18.34%
Health Care
18.98%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
View Region Exposure
Start Trial

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