Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.68%
Stock 98.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2025
Large 58.67%
Mid 35.73%
Small 5.60%
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Region Exposure

% Developed Markets: 99.87%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.13%

Americas 57.79%
55.00%
Canada 1.53%
United States 53.47%
2.78%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.97%
United Kingdom 10.11%
22.86%
France 9.90%
Germany 2.12%
Ireland 5.80%
Switzerland 5.05%
0.00%
0.00%
Greater Asia 9.11%
Japan 1.52%
0.00%
7.59%
Taiwan 7.59%
0.00%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
19.53%
Materials
12.86%
Consumer Discretionary
3.84%
Financials
2.83%
Real Estate
0.00%
Sensitive
66.70%
Communication Services
0.00%
Energy
0.00%
Industrials
34.03%
Information Technology
32.67%
Defensive
13.77%
Consumer Staples
2.42%
Health Care
8.36%
Utilities
2.99%
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