Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.48%
Stock 96.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.98%
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Market Capitalization

As of July 31, 2025
Large 87.32%
Mid 6.40%
Small 6.28%
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Region Exposure

% Developed Markets: 89.87%    % Emerging Markets: 9.14%    % Unidentified Markets: 0.99%

Americas 12.67%
11.05%
Canada 4.68%
United States 6.37%
1.62%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.32%
United Kingdom 14.69%
41.64%
Austria 3.31%
Denmark 0.88%
France 7.27%
Germany 7.01%
Ireland 2.69%
Italy 2.89%
Netherlands 7.34%
Spain 3.19%
Sweden 2.70%
0.00%
0.00%
Greater Asia 30.02%
Japan 11.44%
0.00%
11.06%
Hong Kong 3.21%
Singapore 0.85%
Taiwan 6.99%
7.53%
China 4.09%
India 3.44%
Unidentified Region 0.99%

Stock Sector Exposure

Cyclical
37.72%
Materials
5.11%
Consumer Discretionary
6.62%
Financials
25.99%
Real Estate
0.00%
Sensitive
45.88%
Communication Services
13.18%
Energy
3.74%
Industrials
12.60%
Information Technology
16.36%
Defensive
16.40%
Consumer Staples
7.48%
Health Care
8.92%
Utilities
0.00%
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