Asset Allocation

As of July 31, 2026.
Type % Net
Cash 6.68%
Stock 89.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.65%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 94.13%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.87%

Americas 91.96%
91.89%
Canada 0.02%
United States 91.87%
0.07%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.91%
United Kingdom 0.39%
1.52%
Ireland 1.15%
Netherlands 0.08%
Switzerland 0.29%
0.00%
0.00%
Greater Asia 0.27%
Japan 0.00%
0.00%
0.27%
Singapore 0.27%
0.00%
Unidentified Region 5.87%

Stock Sector Exposure

Cyclical
25.74%
Materials
1.80%
Consumer Discretionary
9.58%
Financials
12.48%
Real Estate
1.88%
Sensitive
58.53%
Communication Services
9.74%
Energy
3.36%
Industrials
8.45%
Information Technology
36.99%
Defensive
15.73%
Consumer Staples
4.48%
Health Care
9.10%
Utilities
2.15%
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