Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.98%
Stock 97.02%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 79.95%
Mid 16.85%
Small 3.20%
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Region Exposure

% Developed Markets: 99.28%    % Emerging Markets: 0.71%    % Unidentified Markets: 0.01%

Americas 70.75%
70.64%
Canada 5.50%
United States 65.15%
0.11%
Mexico 0.07%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.31%
United Kingdom 3.68%
15.63%
Finland 0.01%
France 5.29%
Germany 1.14%
Ireland 1.31%
Italy 0.56%
Netherlands 1.86%
Norway 0.12%
Portugal 0.02%
Spain 1.78%
Sweden 1.10%
Switzerland 2.43%
0.00%
0.00%
Greater Asia 9.93%
Japan 4.29%
0.05%
Australia 0.05%
4.94%
Hong Kong 2.25%
Singapore 0.05%
Taiwan 2.61%
0.64%
India 0.64%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
33.28%
Materials
4.80%
Consumer Discretionary
11.79%
Financials
16.53%
Real Estate
0.16%
Sensitive
48.68%
Communication Services
5.12%
Energy
1.59%
Industrials
11.66%
Information Technology
30.32%
Defensive
17.97%
Consumer Staples
4.96%
Health Care
12.04%
Utilities
0.98%
Not Classified
0.06%
Non Classified Equity
0.06%
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