Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.93%
Stock 98.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.27%
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Market Capitalization

As of July 31, 2025
Large 0.06%
Mid 2.40%
Small 97.54%
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Region Exposure

% Developed Markets: 99.11%    % Emerging Markets: 0.13%    % Unidentified Markets: 0.76%

Americas 95.85%
92.24%
Canada 1.25%
United States 90.99%
3.61%
Colombia 0.13%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.10%
United Kingdom 1.20%
1.90%
Belgium 0.16%
France 0.69%
Greece 0.84%
Sweden 0.20%
0.00%
0.00%
Greater Asia 0.28%
Japan 0.00%
0.00%
0.28%
Singapore 0.28%
0.00%
Unidentified Region 0.76%

Stock Sector Exposure

Cyclical
55.83%
Materials
5.64%
Consumer Discretionary
13.47%
Financials
29.58%
Real Estate
7.15%
Sensitive
34.10%
Communication Services
2.21%
Energy
6.88%
Industrials
16.93%
Information Technology
8.07%
Defensive
8.62%
Consumer Staples
2.77%
Health Care
3.67%
Utilities
2.18%
Not Classified
1.45%
Non Classified Equity
1.45%
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