Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.28%
Stock 98.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2025
Large 58.20%
Mid 23.11%
Small 18.68%
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Region Exposure

% Developed Markets: 94.56%    % Emerging Markets: 6.36%    % Unidentified Markets: -0.92%

Americas 61.54%
57.03%
Canada 6.05%
United States 50.98%
4.52%
Brazil 0.77%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.72%
United Kingdom 6.17%
19.55%
Denmark 2.79%
France 5.88%
Ireland 2.14%
Netherlands 0.93%
Sweden 4.64%
0.00%
0.00%
Greater Asia 13.66%
Japan 5.30%
0.00%
6.51%
Hong Kong 1.61%
Taiwan 4.90%
1.85%
China 1.85%
Unidentified Region -0.92%

Stock Sector Exposure

Cyclical
22.12%
Materials
0.00%
Consumer Discretionary
8.90%
Financials
13.21%
Real Estate
0.00%
Sensitive
60.46%
Communication Services
11.86%
Energy
0.00%
Industrials
23.91%
Information Technology
24.70%
Defensive
16.39%
Consumer Staples
2.83%
Health Care
13.56%
Utilities
0.00%
Not Classified
1.03%
Non Classified Equity
1.03%
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