Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.09%
Stock 97.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.30%
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Market Capitalization

As of July 31, 2025
Large 76.20%
Mid 18.26%
Small 5.54%
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Region Exposure

% Developed Markets: 99.70%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.30%

Americas 75.64%
74.83%
Canada 7.84%
United States 66.99%
0.81%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.37%
United Kingdom 5.11%
8.25%
Austria 0.36%
Denmark 0.08%
France 0.80%
Germany 1.79%
Ireland 1.53%
Italy 1.29%
Spain 0.86%
Switzerland 0.77%
0.00%
0.00%
Greater Asia 10.70%
Japan 6.73%
2.61%
Australia 2.24%
1.36%
Hong Kong 0.58%
South Korea 0.30%
0.00%
Unidentified Region 0.30%

Stock Sector Exposure

Cyclical
29.68%
Materials
3.06%
Consumer Discretionary
9.53%
Financials
16.80%
Real Estate
0.30%
Sensitive
53.28%
Communication Services
10.16%
Energy
1.90%
Industrials
12.71%
Information Technology
28.51%
Defensive
16.94%
Consumer Staples
5.47%
Health Care
9.99%
Utilities
1.48%
Not Classified
0.11%
Non Classified Equity
0.11%
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