Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.22%
Stock 97.82%
Bond 0.84%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of July 31, 2026
Large 87.52%
Mid 8.83%
Small 3.65%
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Region Exposure

% Developed Markets: 99.07%    % Emerging Markets: 0.01%    % Unidentified Markets: 0.92%

Americas 96.26%
95.87%
Canada 0.12%
United States 95.74%
0.39%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.89%
United Kingdom 0.19%
1.70%
Denmark 0.39%
Ireland 0.36%
Netherlands 0.95%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.93%
Japan 0.00%
0.00%
0.93%
Singapore 0.01%
South Korea 0.36%
Taiwan 0.56%
0.00%
Unidentified Region 0.92%

Stock Sector Exposure

Cyclical
12.90%
Materials
0.42%
Consumer Discretionary
7.58%
Financials
4.90%
Real Estate
0.01%
Sensitive
75.33%
Communication Services
14.42%
Energy
0.70%
Industrials
8.46%
Information Technology
51.76%
Defensive
9.97%
Consumer Staples
2.61%
Health Care
7.34%
Utilities
0.03%
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