Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.63%
Stock 96.15%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of July 31, 2025
Large 76.60%
Mid 20.23%
Small 3.17%
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Region Exposure

% Developed Markets: 98.38%    % Emerging Markets: 1.41%    % Unidentified Markets: 0.22%

Americas 7.59%
7.59%
Canada 7.59%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.29%
United Kingdom 23.16%
39.13%
Denmark 4.32%
Finland 1.55%
France 9.17%
Germany 8.06%
Ireland 1.79%
Italy 1.29%
Netherlands 2.97%
Sweden 3.32%
Switzerland 6.66%
0.00%
0.00%
Greater Asia 29.91%
Japan 18.21%
4.18%
Australia 4.18%
6.11%
South Korea 2.93%
Taiwan 3.18%
1.41%
China 1.41%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
31.52%
Materials
3.15%
Consumer Discretionary
14.60%
Financials
13.78%
Real Estate
0.00%
Sensitive
41.82%
Communication Services
5.03%
Energy
0.00%
Industrials
22.06%
Information Technology
14.74%
Defensive
26.65%
Consumer Staples
11.06%
Health Care
15.60%
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