Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.51%
Stock 98.33%
Bond 0.00%
Convertible 0.00%
Preferred 0.17%
Other 0.00%
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Market Capitalization

As of July 31, 2025
Large 90.72%
Mid 8.59%
Small 0.69%
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Region Exposure

% Developed Markets: 97.37%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.63%

Americas 5.26%
5.26%
Canada 5.25%
United States 0.01%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.38%
United Kingdom 20.74%
49.40%
Belgium 2.05%
Denmark 0.10%
Finland 2.84%
France 10.18%
Germany 7.22%
Ireland 4.06%
Italy 0.04%
Netherlands 4.67%
Norway 0.54%
Spain 3.37%
Sweden 3.82%
Switzerland 9.89%
0.00%
0.23%
Israel 0.23%
Greater Asia 21.73%
Japan 17.13%
0.88%
Australia 0.88%
3.72%
Hong Kong 2.99%
Singapore 0.40%
South Korea 0.33%
0.00%
Unidentified Region 2.63%

Stock Sector Exposure

Cyclical
35.17%
Materials
8.30%
Consumer Discretionary
9.01%
Financials
17.61%
Real Estate
0.25%
Sensitive
33.53%
Communication Services
1.83%
Energy
2.68%
Industrials
19.91%
Information Technology
9.12%
Defensive
31.30%
Consumer Staples
13.91%
Health Care
14.89%
Utilities
2.49%
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