Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.51%
Stock 99.09%
Bond 0.46%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of July 31, 2025
Large 80.72%
Mid 13.94%
Small 5.34%
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Region Exposure

% Developed Markets: 99.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.39%

Americas 74.44%
74.44%
United States 74.44%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.16%
United Kingdom 4.52%
20.64%
Denmark 2.52%
France 3.53%
Ireland 4.72%
Italy 3.30%
Netherlands 6.57%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
39.22%
Materials
2.51%
Consumer Discretionary
18.97%
Financials
17.74%
Real Estate
0.00%
Sensitive
52.68%
Communication Services
11.28%
Energy
0.00%
Industrials
20.63%
Information Technology
20.77%
Defensive
7.14%
Consumer Staples
0.00%
Health Care
7.14%
Utilities
0.00%
Not Classified
0.96%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.96%
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