Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.17%
Stock 101.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.27%
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Market Capitalization

As of July 31, 2026
Large 79.03%
Mid 11.60%
Small 9.37%
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Region Exposure

% Developed Markets: 94.78%    % Emerging Markets: 6.55%    % Unidentified Markets: -1.33%

Americas 57.96%
57.96%
Canada 0.09%
United States 57.87%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.20%
United Kingdom 9.31%
23.89%
France 15.13%
Ireland 2.05%
Netherlands 3.69%
Switzerland 3.02%
0.00%
0.00%
Greater Asia 10.17%
Japan 3.62%
0.00%
0.00%
6.55%
China 6.55%
Unidentified Region -1.33%

Stock Sector Exposure

Cyclical
34.95%
Materials
5.06%
Consumer Discretionary
8.77%
Financials
21.12%
Real Estate
0.00%
Sensitive
27.62%
Communication Services
0.00%
Energy
0.00%
Industrials
9.89%
Information Technology
17.73%
Defensive
37.43%
Consumer Staples
18.74%
Health Care
18.69%
Utilities
0.00%
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