Asset Allocation

As of July 31, 2025.
Type % Net
Cash -0.42%
Stock 98.83%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other 1.15%
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Market Capitalization

As of July 31, 2025
Large 61.17%
Mid 21.55%
Small 17.28%
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Region Exposure

% Developed Markets: 98.16%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.84%

Americas 94.23%
94.00%
United States 94.00%
0.23%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.91%
United Kingdom 0.51%
3.32%
Ireland 2.62%
Netherlands 0.33%
Switzerland 0.36%
0.00%
0.09%
Israel 0.09%
Greater Asia 0.01%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
0.00%
Unidentified Region 1.84%

Stock Sector Exposure

Cyclical
37.71%
Materials
2.65%
Consumer Discretionary
9.32%
Financials
21.94%
Real Estate
3.80%
Sensitive
38.12%
Communication Services
8.59%
Energy
5.66%
Industrials
12.36%
Information Technology
11.51%
Defensive
22.97%
Consumer Staples
7.28%
Health Care
12.63%
Utilities
3.06%
Not Classified
1.20%
Non Classified Equity
0.28%
Not Classified - Non Equity
0.93%
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