Asset Allocation

As of July 31, 2026.
Type % Net
Cash -3.51%
Stock 103.6%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of July 31, 2026
Large 89.01%
Mid 8.93%
Small 2.06%
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Region Exposure

% Developed Markets: 98.60%    % Emerging Markets: 1.23%    % Unidentified Markets: 0.17%

Americas 3.46%
3.46%
Canada 0.33%
United States 3.13%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 76.56%
United Kingdom 18.27%
58.29%
Denmark 0.02%
France 17.95%
Germany 4.79%
Ireland 2.81%
Netherlands 8.26%
Spain 6.08%
Sweden 2.01%
Switzerland 16.36%
0.00%
0.00%
Greater Asia 19.82%
Japan 7.20%
1.09%
Australia 1.09%
10.30%
Taiwan 10.30%
1.23%
India 1.23%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
40.72%
Materials
6.74%
Consumer Discretionary
20.68%
Financials
13.29%
Real Estate
0.00%
Sensitive
44.37%
Communication Services
0.00%
Energy
0.00%
Industrials
14.15%
Information Technology
30.22%
Defensive
14.92%
Consumer Staples
10.23%
Health Care
4.69%
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