Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.88%
Stock 94.53%
Bond 0.00%
Convertible 0.00%
Preferred 1.39%
Other 0.19%
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Market Capitalization

As of July 31, 2025
Large 53.79%
Mid 27.89%
Small 18.32%
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Region Exposure

% Developed Markets: 84.64%    % Emerging Markets: 11.29%    % Unidentified Markets: 4.07%

Americas 48.02%
42.77%
Canada 2.73%
United States 40.04%
5.26%
Brazil 2.71%
Chile 0.48%
Mexico 0.60%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.25%
United Kingdom 7.85%
25.40%
Denmark 0.72%
France 5.86%
Germany 2.10%
Ireland 5.01%
Netherlands 2.31%
Norway 1.68%
Spain 3.54%
Sweden 1.02%
Switzerland 2.27%
0.00%
0.00%
Greater Asia 14.65%
Japan 4.74%
0.62%
Australia 0.62%
3.26%
Hong Kong 1.17%
Taiwan 2.09%
6.03%
China 3.39%
Indonesia 2.64%
Unidentified Region 4.07%

Stock Sector Exposure

Cyclical
42.59%
Materials
3.32%
Consumer Discretionary
16.36%
Financials
20.04%
Real Estate
2.86%
Sensitive
39.06%
Communication Services
11.26%
Energy
5.85%
Industrials
15.14%
Information Technology
6.81%
Defensive
18.34%
Consumer Staples
9.37%
Health Care
8.98%
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