Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.95%
Stock 97.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.39%
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Market Capitalization

As of July 31, 2026
Large 92.17%
Mid 7.30%
Small 0.53%
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Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.60%    % Unidentified Markets: -0.33%

Americas 71.09%
70.49%
Canada 0.55%
United States 69.94%
0.60%
Mexico 0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.29%
United Kingdom 6.04%
14.22%
Austria 0.01%
Belgium 0.02%
Denmark 0.03%
Finland 0.02%
France 3.11%
Germany 3.00%
Ireland 1.46%
Italy 0.06%
Netherlands 0.80%
Norway 0.01%
Portugal 0.00%
Spain 2.13%
Sweden 0.78%
Switzerland 2.76%
0.00%
Czech Republic 0.00%
0.02%
Israel 0.02%
Greater Asia 8.96%
Japan 3.91%
0.14%
Australia 0.13%
4.31%
Hong Kong 0.04%
Singapore 2.17%
Taiwan 2.10%
0.60%
China 0.60%
Unidentified Region -0.33%

Stock Sector Exposure

Cyclical
28.24%
Materials
3.04%
Consumer Discretionary
6.74%
Financials
18.37%
Real Estate
0.09%
Sensitive
52.72%
Communication Services
6.60%
Energy
4.97%
Industrials
10.82%
Information Technology
30.33%
Defensive
19.04%
Consumer Staples
6.64%
Health Care
10.29%
Utilities
2.11%
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