Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.71%
Stock 97.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other -0.39%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2025
Large 94.73%
Mid 5.27%
Small 0.00%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.90%    % Emerging Markets: 1.80%    % Unidentified Markets: 2.30%

Americas 66.17%
66.16%
Canada 0.00%
United States 66.16%
0.01%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.65%
United Kingdom 5.94%
15.68%
Austria 0.01%
Belgium 0.03%
Denmark 0.31%
Finland 0.03%
France 3.92%
Germany 4.55%
Ireland 1.18%
Italy 0.10%
Netherlands 1.29%
Norway 0.02%
Portugal 0.00%
Spain 0.76%
Sweden 1.13%
Switzerland 2.33%
0.00%
0.03%
Israel 0.03%
Greater Asia 9.89%
Japan 4.23%
0.22%
Australia 0.21%
3.63%
Hong Kong 0.06%
Singapore 1.43%
Taiwan 2.14%
1.80%
China 0.84%
India 0.96%
Unidentified Region 2.30%

Stock Sector Exposure

Cyclical
30.04%
Materials
3.05%
Consumer Discretionary
7.98%
Financials
18.09%
Real Estate
0.92%
Sensitive
50.09%
Communication Services
7.13%
Energy
4.23%
Industrials
10.57%
Information Technology
28.16%
Defensive
19.86%
Consumer Staples
9.08%
Health Care
9.15%
Utilities
1.63%
Not Classified
0.01%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.00%
As of July 31, 2025
View Region Exposure
Start Trial

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