Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.06%
Stock 98.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
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Market Capitalization

As of July 31, 2026
Large 87.46%
Mid 12.10%
Small 0.44%
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Region Exposure

% Developed Markets: 96.62%    % Emerging Markets: 3.07%    % Unidentified Markets: 0.31%

Americas 5.17%
3.53%
Canada 2.47%
United States 1.06%
1.64%
Brazil 0.62%
Mexico 0.54%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.62%
United Kingdom 12.30%
44.00%
Austria 0.43%
Belgium 0.38%
Denmark 0.82%
Finland 1.42%
France 6.31%
Germany 7.17%
Greece 0.32%
Ireland 0.79%
Italy 3.22%
Netherlands 6.09%
Norway 1.18%
Portugal 0.32%
Spain 5.95%
Sweden 2.11%
Switzerland 7.16%
0.93%
Poland 0.39%
Turkey 0.32%
0.38%
Israel 0.38%
Greater Asia 36.90%
Japan 25.53%
1.80%
Australia 1.80%
8.59%
Hong Kong 1.83%
Singapore 2.29%
South Korea 2.83%
Taiwan 1.45%
0.98%
China 0.72%
Thailand 0.26%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
37.62%
Materials
4.89%
Consumer Discretionary
9.47%
Financials
22.17%
Real Estate
1.08%
Sensitive
41.35%
Communication Services
4.09%
Energy
3.07%
Industrials
20.42%
Information Technology
13.77%
Defensive
20.23%
Consumer Staples
6.79%
Health Care
9.81%
Utilities
3.62%
Not Classified
0.81%
Non Classified Equity
0.81%
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