Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.30%
Stock 98.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of July 31, 2025
Large 86.54%
Mid 9.92%
Small 3.54%
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Region Exposure

% Developed Markets: 98.73%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.27%

Americas 95.14%
94.63%
Canada 1.65%
United States 92.98%
0.51%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.60%
United Kingdom 0.00%
3.60%
Ireland 1.54%
Switzerland 1.04%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.27%

Stock Sector Exposure

Cyclical
24.60%
Materials
1.36%
Consumer Discretionary
13.37%
Financials
7.88%
Real Estate
1.99%
Sensitive
67.17%
Communication Services
12.46%
Energy
0.00%
Industrials
7.57%
Information Technology
47.14%
Defensive
7.26%
Consumer Staples
0.00%
Health Care
7.26%
Utilities
0.00%
Not Classified
0.96%
Non Classified Equity
0.96%
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