Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.00%
Stock 96.17%
Bond 1.97%
Convertible 0.00%
Preferred 0.00%
Other -0.13%
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Market Capitalization

As of July 31, 2026
Large 0.92%
Mid 5.06%
Small 94.03%
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Region Exposure

% Developed Markets: 98.21%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.79%

Americas 91.44%
89.88%
Canada 1.17%
United States 88.71%
1.57%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.75%
United Kingdom 1.78%
2.90%
Ireland 2.90%
0.00%
2.07%
Israel 2.07%
Greater Asia 0.02%
Japan 0.00%
0.00%
0.02%
Hong Kong 0.02%
0.00%
Unidentified Region 1.79%

Stock Sector Exposure

Cyclical
20.87%
Materials
5.65%
Consumer Discretionary
5.47%
Financials
8.45%
Real Estate
1.30%
Sensitive
46.26%
Communication Services
0.00%
Energy
4.37%
Industrials
24.14%
Information Technology
17.74%
Defensive
28.91%
Consumer Staples
1.32%
Health Care
27.59%
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