Asset Allocation

As of July 31, 2025.
Type % Net
Cash 7.24%
Stock 92.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of July 31, 2025
Large 85.33%
Mid 13.11%
Small 1.56%
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Region Exposure

% Developed Markets: 92.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 7.32%

Americas 62.03%
62.03%
Canada 3.38%
United States 58.65%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.16%
United Kingdom 13.29%
13.87%
Denmark 1.21%
France 1.14%
Germany 2.80%
Ireland 2.32%
Netherlands 1.67%
Spain 2.02%
Switzerland 2.71%
0.00%
0.00%
Greater Asia 3.49%
Japan 1.69%
0.00%
1.81%
Taiwan 1.81%
0.00%
Unidentified Region 7.32%

Stock Sector Exposure

Cyclical
39.59%
Materials
0.00%
Consumer Discretionary
19.15%
Financials
20.44%
Real Estate
0.00%
Sensitive
30.33%
Communication Services
3.78%
Energy
0.00%
Industrials
3.88%
Information Technology
22.67%
Defensive
30.08%
Consumer Staples
10.61%
Health Care
19.47%
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