Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.62%
Stock 99.55%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -2.17%
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Market Capitalization

As of July 31, 2026
Large 71.05%
Mid 19.76%
Small 9.19%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.21%

Americas 67.04%
67.04%
Canada 0.41%
United States 66.63%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.87%
United Kingdom 4.85%
25.01%
France 4.62%
Germany 7.95%
Ireland 6.31%
Netherlands 0.83%
Switzerland 5.31%
0.00%
0.00%
Greater Asia 3.31%
Japan 0.00%
0.00%
3.31%
Taiwan 3.31%
0.00%
Unidentified Region -0.21%

Stock Sector Exposure

Cyclical
32.49%
Materials
4.89%
Consumer Discretionary
11.70%
Financials
15.90%
Real Estate
0.00%
Sensitive
53.27%
Communication Services
5.57%
Energy
0.00%
Industrials
25.69%
Information Technology
22.01%
Defensive
14.25%
Consumer Staples
0.83%
Health Care
13.42%
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