Asset Allocation

As of July 31, 2026.
Type % Net
Cash -0.72%
Stock 99.32%
Bond 1.20%
Convertible 0.00%
Preferred 0.08%
Other 0.11%
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Market Capitalization

As of July 31, 2026
Large 87.35%
Mid 12.40%
Small 0.25%
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Region Exposure

% Developed Markets: 96.30%    % Emerging Markets: 2.64%    % Unidentified Markets: 1.06%

Americas 1.50%
1.23%
Canada 0.00%
United States 1.23%
0.27%
Brazil 0.16%
Chile 0.02%
Colombia 0.01%
Mexico 0.07%
Peru 0.01%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.41%
United Kingdom 14.33%
50.36%
Austria 0.32%
Belgium 0.00%
Denmark 1.64%
Finland 1.11%
France 9.24%
Germany 7.08%
Greece 0.02%
Ireland 1.28%
Italy 4.30%
Netherlands 5.51%
Norway 1.38%
Spain 5.04%
Sweden 4.22%
Switzerland 8.38%
0.08%
Czech Republic 0.00%
Poland 0.03%
Turkey 0.02%
0.65%
Egypt 0.00%
Israel 0.34%
Qatar 0.02%
Saudi Arabia 0.11%
South Africa 0.11%
United Arab Emirates 0.05%
Greater Asia 32.02%
Japan 21.00%
3.86%
Australia 3.86%
5.08%
Hong Kong 1.03%
Singapore 1.08%
South Korea 1.23%
Taiwan 1.74%
2.08%
China 0.80%
India 1.14%
Indonesia 0.02%
Malaysia 0.05%
Philippines 0.01%
Thailand 0.05%
Unidentified Region 1.06%

Stock Sector Exposure

Cyclical
39.81%
Materials
4.74%
Consumer Discretionary
8.24%
Financials
25.76%
Real Estate
1.07%
Sensitive
38.98%
Communication Services
3.03%
Energy
4.29%
Industrials
19.77%
Information Technology
11.89%
Defensive
20.23%
Consumer Staples
6.65%
Health Care
9.82%
Utilities
3.77%
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