Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.07%
Stock 99.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2025
Large 7.76%
Mid 28.64%
Small 63.60%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 79.00%    % Emerging Markets: 20.82%    % Unidentified Markets: 0.18%

Americas 6.18%
3.26%
Canada 2.80%
United States 0.46%
2.92%
Brazil 0.61%
Mexico 1.63%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.47%
United Kingdom 21.56%
24.94%
Belgium 2.26%
France 3.36%
Germany 5.76%
Ireland 0.45%
Italy 3.69%
Netherlands 0.82%
Norway 0.48%
Sweden 4.85%
1.39%
Poland 1.39%
0.58%
United Arab Emirates 0.58%
Greater Asia 45.18%
Japan 20.00%
2.76%
Australia 2.76%
8.86%
Singapore 2.05%
South Korea 2.30%
Taiwan 4.51%
13.55%
China 5.03%
India 4.38%
Indonesia 1.31%
Philippines 1.13%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
29.21%
Materials
2.73%
Consumer Discretionary
6.46%
Financials
18.27%
Real Estate
1.75%
Sensitive
52.08%
Communication Services
1.15%
Energy
0.00%
Industrials
26.15%
Information Technology
24.78%
Defensive
17.99%
Consumer Staples
5.59%
Health Care
12.39%
Utilities
0.00%
Not Classified
0.72%
Non Classified Equity
0.72%
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