Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.09%
Stock 97.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of July 31, 2025
Large 87.04%
Mid 11.53%
Small 1.42%
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Region Exposure

% Developed Markets: 97.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.15%

Americas 71.70%
71.70%
Canada 3.81%
United States 67.89%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.43%
United Kingdom 9.56%
13.87%
Denmark 0.90%
France 3.35%
Germany 2.56%
Ireland 2.19%
Netherlands 1.54%
Spain 1.31%
Switzerland 2.03%
0.00%
0.00%
Greater Asia 2.71%
Japan 1.10%
0.00%
1.62%
Taiwan 1.62%
0.00%
Unidentified Region 2.15%

Stock Sector Exposure

Cyclical
33.72%
Materials
0.00%
Consumer Discretionary
15.17%
Financials
18.55%
Real Estate
0.00%
Sensitive
44.74%
Communication Services
4.58%
Energy
1.77%
Industrials
7.23%
Information Technology
31.16%
Defensive
21.54%
Consumer Staples
7.55%
Health Care
13.99%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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