Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.57%
Stock 98.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 86.25%
Mid 11.26%
Small 2.49%
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Region Exposure

% Developed Markets: 98.93%    % Emerging Markets: 1.07%    % Unidentified Markets: 0.00%

Americas 95.32%
94.25%
Canada 0.97%
United States 93.29%
1.07%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.77%
United Kingdom 0.01%
2.76%
Ireland 1.87%
Netherlands 0.89%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 1.90%
Japan 0.00%
0.00%
1.90%
Singapore 0.00%
Taiwan 1.90%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
19.15%
Materials
1.20%
Consumer Discretionary
9.31%
Financials
8.61%
Real Estate
0.03%
Sensitive
71.02%
Communication Services
13.30%
Energy
0.06%
Industrials
12.86%
Information Technology
44.81%
Defensive
9.82%
Consumer Staples
2.34%
Health Care
7.45%
Utilities
0.04%
Not Classified
0.00%
Non Classified Equity
0.00%
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