Asset Allocation

As of July 31, 2025.
Type % Net
Cash -0.29%
Stock 99.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.89%
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Market Capitalization

As of July 31, 2025
Large 5.95%
Mid 21.21%
Small 72.83%
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Region Exposure

% Developed Markets: 85.84%    % Emerging Markets: 13.33%    % Unidentified Markets: 0.83%

Americas 28.85%
25.67%
Canada 1.60%
United States 24.07%
3.19%
Brazil 0.50%
Mexico 1.64%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.41%
United Kingdom 18.59%
22.51%
Belgium 2.68%
France 3.76%
Germany 2.63%
Ireland 0.57%
Italy 3.41%
Netherlands 1.53%
Norway 0.03%
Sweden 4.29%
1.31%
Poland 1.31%
0.00%
Greater Asia 27.90%
Japan 14.99%
2.62%
Australia 2.62%
2.82%
Singapore 0.71%
South Korea 0.52%
Taiwan 1.59%
7.48%
China 2.07%
India 2.76%
Indonesia 1.12%
Unidentified Region 0.83%

Stock Sector Exposure

Cyclical
31.08%
Materials
2.03%
Consumer Discretionary
9.90%
Financials
18.64%
Real Estate
0.50%
Sensitive
46.85%
Communication Services
1.36%
Energy
0.00%
Industrials
26.09%
Information Technology
19.39%
Defensive
22.07%
Consumer Staples
4.78%
Health Care
17.29%
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