Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.92%
Stock 99.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.46%
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Market Capitalization

As of July 31, 2025
Large 79.08%
Mid 19.37%
Small 1.55%
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Region Exposure

% Developed Markets: 99.54%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.46%

Americas 83.18%
83.18%
Canada 7.12%
United States 76.06%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.77%
United Kingdom 0.00%
13.77%
France 4.99%
Ireland 2.62%
Italy 3.76%
Netherlands 1.38%
0.00%
0.00%
Greater Asia 2.59%
Japan 0.00%
0.00%
2.59%
Taiwan 2.59%
0.00%
Unidentified Region 0.46%

Stock Sector Exposure

Cyclical
20.98%
Materials
0.00%
Consumer Discretionary
11.61%
Financials
9.37%
Real Estate
0.00%
Sensitive
68.49%
Communication Services
9.41%
Energy
0.00%
Industrials
11.28%
Information Technology
47.80%
Defensive
10.53%
Consumer Staples
1.94%
Health Care
8.59%
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