Asset Allocation

As of July 31, 2025.
Type % Net
Cash -0.36%
Stock 99.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.43%
Other 0.57%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2025
Large 8.82%
Mid 23.08%
Small 68.10%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 79.28%    % Emerging Markets: 20.67%    % Unidentified Markets: 0.05%

Americas 29.17%
25.13%
Canada 1.73%
United States 23.40%
4.04%
Brazil 1.31%
Mexico 2.02%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.38%
United Kingdom 13.05%
15.94%
Belgium 1.06%
Denmark 0.31%
Finland 0.36%
France 2.27%
Germany 2.17%
Greece 0.19%
Ireland 0.77%
Italy 1.94%
Netherlands 1.44%
Norway 0.75%
Sweden 3.05%
1.65%
Poland 1.43%
2.74%
Israel 2.00%
United Arab Emirates 0.74%
Greater Asia 37.40%
Japan 14.97%
3.32%
Australia 3.32%
4.95%
Hong Kong 0.76%
Singapore 0.60%
South Korea 0.99%
Taiwan 2.60%
14.17%
China 3.70%
India 5.73%
Indonesia 1.94%
Philippines 1.31%
Thailand 0.24%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
32.11%
Materials
1.87%
Consumer Discretionary
12.27%
Financials
16.84%
Real Estate
1.13%
Sensitive
44.54%
Communication Services
2.15%
Energy
0.00%
Industrials
17.11%
Information Technology
25.28%
Defensive
23.00%
Consumer Staples
8.08%
Health Care
14.92%
Utilities
0.00%
Not Classified
0.35%
Non Classified Equity
0.35%
Not Classified - Non Equity
0.00%
As of July 31, 2025
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