Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.80%
Stock 96.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.95%
Other 0.71%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2025
Large 71.05%
Mid 28.46%
Small 0.49%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.16%

Americas 12.65%
12.65%
Canada 12.65%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.50%
United Kingdom 12.90%
43.60%
Belgium 0.84%
Denmark 3.79%
Finland 1.62%
France 7.92%
Germany 10.31%
Italy 2.74%
Netherlands 1.11%
Spain 6.32%
Sweden 1.49%
Switzerland 5.54%
0.00%
0.00%
Greater Asia 28.69%
Japan 19.54%
3.53%
Australia 3.53%
5.62%
Hong Kong 4.56%
Singapore 1.07%
0.00%
Unidentified Region 2.16%

Stock Sector Exposure

Cyclical
44.55%
Materials
8.06%
Consumer Discretionary
9.50%
Financials
25.15%
Real Estate
1.84%
Sensitive
34.85%
Communication Services
2.02%
Energy
5.77%
Industrials
18.40%
Information Technology
8.66%
Defensive
19.77%
Consumer Staples
5.73%
Health Care
11.86%
Utilities
2.18%
Not Classified
0.83%
Non Classified Equity
0.83%
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