Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.96%
Stock 97.82%
Bond 1.03%
Convertible 0.00%
Preferred 0.00%
Other 0.20%
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Market Capitalization

As of July 31, 2026
Large 60.14%
Mid 26.59%
Small 13.26%
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Region Exposure

% Developed Markets: 98.75%    % Emerging Markets: 1.29%    % Unidentified Markets: -0.04%

Americas 8.41%
7.12%
Canada 5.09%
United States 2.04%
1.29%
Mexico 1.29%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 79.46%
United Kingdom 21.70%
55.92%
France 12.27%
Germany 15.30%
Italy 3.64%
Netherlands 15.04%
Spain 3.00%
Sweden 2.79%
Switzerland 3.45%
0.00%
1.85%
Israel 1.85%
Greater Asia 12.17%
Japan 7.69%
2.79%
Australia 2.79%
1.69%
Taiwan 1.69%
0.00%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
37.63%
Materials
11.33%
Consumer Discretionary
9.40%
Financials
16.91%
Real Estate
0.00%
Sensitive
42.50%
Communication Services
6.69%
Energy
9.42%
Industrials
14.73%
Information Technology
11.65%
Defensive
15.91%
Consumer Staples
8.36%
Health Care
5.79%
Utilities
1.77%
Not Classified
2.22%
Non Classified Equity
2.22%
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