Asset Allocation

As of July 31, 2025.
Type % Net
Cash -0.01%
Stock 96.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.82%
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Market Capitalization

As of July 31, 2025
Large 72.04%
Mid 21.59%
Small 6.38%
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Region Exposure

% Developed Markets: 96.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.82%

Americas 92.42%
92.36%
Canada 0.05%
United States 92.32%
0.06%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.63%
United Kingdom 1.00%
2.63%
Ireland 1.97%
Netherlands 0.13%
Switzerland 0.53%
0.00%
0.00%
Greater Asia 0.13%
Japan 0.00%
0.00%
0.13%
Singapore 0.13%
0.00%
Unidentified Region 3.82%

Stock Sector Exposure

Cyclical
32.17%
Materials
3.47%
Consumer Discretionary
9.01%
Financials
16.79%
Real Estate
2.90%
Sensitive
43.14%
Communication Services
3.84%
Energy
6.05%
Industrials
8.41%
Information Technology
24.85%
Defensive
24.49%
Consumer Staples
7.26%
Health Care
13.29%
Utilities
3.94%
Not Classified
0.20%
Non Classified Equity
0.20%
Not Classified - Non Equity
0.00%
As of July 31, 2025
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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