Asset Allocation

As of July 31, 2026.
Type % Net
Cash 3.03%
Stock 96.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 70.26%
Mid 28.15%
Small 1.59%
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Region Exposure

% Developed Markets: 99.64%    % Emerging Markets: 0.36%    % Unidentified Markets: 0.00%

Americas 13.69%
12.60%
Canada 7.18%
United States 5.41%
1.10%
Brazil 0.36%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.17%
United Kingdom 14.56%
51.95%
Denmark 0.97%
France 11.61%
Germany 8.15%
Greece 0.52%
Ireland 7.16%
Italy 0.40%
Netherlands 3.17%
Norway 1.29%
Spain 2.86%
Sweden 2.70%
Switzerland 10.85%
0.00%
0.66%
Israel 0.66%
Greater Asia 19.13%
Japan 13.55%
1.11%
Australia 1.11%
4.46%
South Korea 0.88%
Taiwan 3.58%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
46.28%
Materials
19.61%
Consumer Discretionary
2.09%
Financials
24.58%
Real Estate
0.00%
Sensitive
33.79%
Communication Services
0.00%
Energy
5.37%
Industrials
16.40%
Information Technology
12.03%
Defensive
19.93%
Consumer Staples
7.10%
Health Care
12.83%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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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