Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.69%
Stock 99.39%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of July 31, 2026
Large 0.39%
Mid 4.06%
Small 95.55%
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Region Exposure

% Developed Markets: 99.03%    % Emerging Markets: 1.05%    % Unidentified Markets: -0.08%

Americas 95.86%
92.47%
Canada 1.04%
United States 91.42%
3.40%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.22%
United Kingdom 1.38%
0.78%
Ireland 0.78%
0.00%
2.05%
Israel 2.05%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.08%

Stock Sector Exposure

Cyclical
24.93%
Materials
6.52%
Consumer Discretionary
8.48%
Financials
7.46%
Real Estate
2.47%
Sensitive
48.36%
Communication Services
0.00%
Energy
5.32%
Industrials
21.94%
Information Technology
21.10%
Defensive
26.71%
Consumer Staples
0.44%
Health Care
26.28%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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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