Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.00%
Stock 99.60%
Bond 0.16%
Convertible 0.00%
Preferred 0.00%
Other 0.23%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 67.58%
Mid 26.22%
Small 6.20%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.77%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.23%

Americas 92.20%
92.20%
United States 92.20%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.50%
United Kingdom 0.49%
2.83%
Ireland 0.68%
Italy 2.16%
0.00%
0.17%
Israel 0.17%
Greater Asia 4.06%
Japan 0.00%
0.00%
4.06%
Taiwan 4.06%
0.00%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
32.76%
Materials
2.35%
Consumer Discretionary
15.19%
Financials
13.23%
Real Estate
2.00%
Sensitive
52.43%
Communication Services
11.20%
Energy
3.08%
Industrials
8.30%
Information Technology
29.85%
Defensive
12.13%
Consumer Staples
0.72%
Health Care
11.41%
Utilities
0.00%
Not Classified
2.68%
Non Classified Equity
2.68%
As of July 31, 2026
View Region Exposure
Start Trial

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