Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.48%
Stock 97.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.33%
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Market Capitalization

As of July 31, 2025
Large 93.65%
Mid 6.35%
Small 0.00%
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Region Exposure

% Developed Markets: 96.35%    % Emerging Markets: 1.50%    % Unidentified Markets: 2.15%

Americas 65.49%
65.49%
United States 65.49%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.13%
United Kingdom 5.47%
15.66%
Denmark 0.24%
France 4.14%
Germany 4.87%
Ireland 2.20%
Netherlands 1.02%
Spain 1.65%
Sweden 1.05%
Switzerland 0.49%
0.00%
0.00%
Greater Asia 11.23%
Japan 4.43%
0.00%
5.29%
Hong Kong 1.28%
Singapore 1.79%
Taiwan 2.23%
1.50%
China 0.64%
India 0.87%
Unidentified Region 2.15%

Stock Sector Exposure

Cyclical
26.88%
Materials
1.64%
Consumer Discretionary
6.66%
Financials
17.82%
Real Estate
0.76%
Sensitive
51.16%
Communication Services
8.09%
Energy
4.59%
Industrials
11.93%
Information Technology
26.55%
Defensive
21.96%
Consumer Staples
7.92%
Health Care
11.13%
Utilities
2.91%
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