Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.00%
Stock 98.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.08%
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Market Capitalization

As of July 31, 2026
Large 18.62%
Mid 47.38%
Small 33.99%
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Region Exposure

% Developed Markets: 98.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.08%

Americas 94.86%
94.86%
Canada 4.04%
United States 90.83%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.05%
United Kingdom 3.33%
0.73%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
4.01%
Materials
1.06%
Consumer Discretionary
0.72%
Financials
0.00%
Real Estate
2.23%
Sensitive
82.25%
Communication Services
0.00%
Energy
74.06%
Industrials
4.90%
Information Technology
3.29%
Defensive
12.80%
Consumer Staples
0.62%
Health Care
0.00%
Utilities
12.18%
Not Classified
0.93%
Non Classified Equity
0.93%
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