Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.30%
Stock 99.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of July 31, 2025
Large 20.58%
Mid 49.51%
Small 29.90%
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Region Exposure

% Developed Markets: 82.88%    % Emerging Markets: 16.56%    % Unidentified Markets: 0.56%

Americas 17.17%
13.31%
Canada 8.70%
United States 4.61%
3.86%
Mexico 3.42%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.88%
United Kingdom 11.98%
30.45%
Belgium 3.19%
France 1.60%
Germany 4.45%
Ireland 0.43%
Italy 3.33%
Netherlands 4.37%
Norway 0.72%
Sweden 7.47%
Switzerland 1.83%
3.52%
Poland 2.41%
1.93%
Israel 1.93%
Greater Asia 34.39%
Japan 12.88%
4.13%
Australia 3.61%
9.61%
South Korea 4.04%
Taiwan 5.57%
7.76%
China 2.56%
India 4.35%
Malaysia 0.20%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
21.25%
Materials
1.98%
Consumer Discretionary
5.73%
Financials
12.18%
Real Estate
1.35%
Sensitive
61.02%
Communication Services
2.45%
Energy
0.91%
Industrials
23.73%
Information Technology
33.93%
Defensive
17.73%
Consumer Staples
5.04%
Health Care
12.69%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of July 31, 2025
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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