Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.59%
Stock 97.05%
Bond 0.18%
Convertible 0.00%
Preferred 0.00%
Other 2.18%
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Market Capitalization

As of July 31, 2025
Large 84.00%
Mid 13.99%
Small 2.02%
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Region Exposure

% Developed Markets: 99.76%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.24%

Americas 4.83%
4.83%
United States 4.83%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 78.78%
United Kingdom 12.06%
66.72%
Denmark 6.52%
Finland 2.07%
France 12.66%
Germany 14.20%
Ireland 2.36%
Italy 7.40%
Netherlands 10.18%
Norway 1.31%
Spain 2.67%
Sweden 1.61%
Switzerland 5.75%
0.00%
0.00%
Greater Asia 16.15%
Japan 6.75%
5.08%
Australia 5.08%
4.32%
Taiwan 4.32%
0.00%
Unidentified Region 0.24%

Stock Sector Exposure

Cyclical
35.34%
Materials
3.92%
Consumer Discretionary
6.65%
Financials
24.77%
Real Estate
0.00%
Sensitive
59.45%
Communication Services
3.68%
Energy
0.00%
Industrials
35.18%
Information Technology
20.59%
Defensive
4.85%
Consumer Staples
0.00%
Health Care
4.85%
Utilities
0.00%
Not Classified
0.36%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.36%
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