Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.57%
Stock 98.85%
Bond 0.62%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 54.40%
Mid 14.08%
Small 31.52%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.52%

Americas 97.82%
96.69%
Canada 0.09%
United States 96.60%
1.12%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.62%
United Kingdom 0.15%
1.47%
Ireland 0.85%
Netherlands 0.03%
Switzerland 0.20%
0.00%
0.00%
Greater Asia 0.05%
Japan 0.00%
0.03%
Australia 0.03%
0.01%
Singapore 0.01%
0.00%
Unidentified Region 0.52%

Stock Sector Exposure

Cyclical
32.30%
Materials
1.26%
Consumer Discretionary
14.40%
Financials
16.18%
Real Estate
0.46%
Sensitive
50.74%
Communication Services
9.73%
Energy
1.60%
Industrials
7.42%
Information Technology
31.99%
Defensive
15.79%
Consumer Staples
5.52%
Health Care
9.82%
Utilities
0.45%
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