Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.59%
Stock 92.46%
Bond 1.81%
Convertible 0.00%
Preferred 3.12%
Other -0.98%
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Market Capitalization

As of July 31, 2025
Large 99.72%
Mid 0.28%
Small 0.00%
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Region Exposure

% Developed Markets: 78.00%    % Emerging Markets: 20.09%    % Unidentified Markets: 1.91%

Americas 18.95%
13.71%
Canada 4.42%
United States 9.29%
5.24%
Brazil 5.24%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.70%
United Kingdom 16.91%
40.18%
France 9.13%
Germany 9.89%
Italy 4.08%
Netherlands 2.00%
Spain 4.44%
Switzerland 10.64%
0.00%
1.61%
Israel 0.07%
United Arab Emirates 1.54%
Greater Asia 20.44%
Japan 2.72%
0.00%
2.87%
Taiwan 2.87%
14.85%
India 13.92%
Indonesia 0.93%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
22.63%
Materials
1.21%
Consumer Discretionary
0.39%
Financials
21.03%
Real Estate
0.00%
Sensitive
28.45%
Communication Services
3.64%
Energy
11.11%
Industrials
8.31%
Information Technology
5.39%
Defensive
43.74%
Consumer Staples
24.85%
Health Care
7.78%
Utilities
11.12%
Not Classified
5.18%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.18%
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