Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.91%
Stock 97.72%
Bond 0.57%
Convertible 0.00%
Preferred 0.51%
Other 0.29%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 76.15%
Mid 18.44%
Small 5.41%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 78.25%    % Emerging Markets: 20.83%    % Unidentified Markets: 0.91%

Americas 11.71%
4.69%
Canada 3.30%
United States 1.38%
7.02%
Brazil 3.15%
Mexico 2.90%
Peru 0.60%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.37%
United Kingdom 10.21%
31.93%
Belgium 0.29%
Denmark 1.59%
Finland 0.59%
France 7.48%
Germany 6.02%
Greece 0.38%
Ireland 1.05%
Italy 0.56%
Netherlands 3.84%
Spain 1.57%
Sweden 3.70%
Switzerland 4.16%
0.60%
Czech Republic 0.10%
Turkey 0.11%
2.63%
Egypt 0.11%
Israel 0.44%
Saudi Arabia 0.15%
South Africa 1.55%
United Arab Emirates 0.39%
Greater Asia 42.01%
Japan 12.65%
1.50%
Australia 1.50%
16.46%
Hong Kong 2.90%
Singapore 1.75%
South Korea 4.79%
Taiwan 7.02%
11.40%
China 8.08%
India 1.85%
Indonesia 0.73%
Malaysia 0.43%
Philippines 0.11%
Thailand 0.19%
Unidentified Region 0.91%

Stock Sector Exposure

Cyclical
36.84%
Materials
5.14%
Consumer Discretionary
11.28%
Financials
19.20%
Real Estate
1.22%
Sensitive
44.46%
Communication Services
5.28%
Energy
4.08%
Industrials
16.46%
Information Technology
18.65%
Defensive
17.26%
Consumer Staples
8.76%
Health Care
7.84%
Utilities
0.66%
Not Classified
0.31%
Non Classified Equity
0.31%
As of July 31, 2026
View Region Exposure
Start Trial

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