Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.64%
Stock 99.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 92.18%
Mid 7.71%
Small 0.11%
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Region Exposure

% Developed Markets: 98.05%    % Emerging Markets: 1.97%    % Unidentified Markets: -0.02%

Americas 79.21%
79.21%
Canada 0.60%
United States 78.61%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.75%
United Kingdom 2.38%
15.37%
France 3.95%
Germany 1.55%
Netherlands 4.21%
Spain 3.40%
Sweden 2.26%
0.00%
0.00%
Greater Asia 3.06%
Japan 1.09%
0.00%
0.00%
1.97%
India 1.97%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
24.13%
Materials
1.80%
Consumer Discretionary
9.54%
Financials
12.79%
Real Estate
0.00%
Sensitive
63.73%
Communication Services
10.82%
Energy
0.90%
Industrials
12.60%
Information Technology
39.41%
Defensive
12.15%
Consumer Staples
4.10%
Health Care
6.86%
Utilities
1.18%
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