Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.52%
Stock 96.78%
Bond 0.48%
Convertible 0.00%
Preferred 0.10%
Other 0.13%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.22%    % Emerging Markets: 1.76%    % Unidentified Markets: 0.01%

Americas 74.86%
73.89%
Canada 23.82%
United States 50.07%
0.97%
Argentina 0.01%
Brazil 0.10%
Chile 0.00%
Colombia 0.00%
Mexico 0.04%
Peru 0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.39%
United Kingdom 4.53%
12.38%
Austria 0.02%
Belgium 0.11%
Denmark 0.46%
Finland 0.05%
France 2.63%
Germany 1.86%
Greece 0.09%
Ireland 1.35%
Italy 0.81%
Netherlands 1.47%
Norway 0.15%
Portugal 0.05%
Spain 0.83%
Sweden 0.43%
Switzerland 1.91%
0.06%
Czech Republic 0.00%
Poland 0.05%
Turkey 0.02%
0.42%
Egypt 0.00%
Israel 0.31%
Nigeria -0.00%
Qatar -0.00%
Saudi Arabia -0.00%
South Africa 0.08%
United Arab Emirates 0.03%
Greater Asia 7.73%
Japan 3.37%
0.55%
Australia 0.53%
2.64%
Hong Kong 0.42%
Singapore 0.15%
South Korea 0.66%
Taiwan 1.42%
1.18%
China 0.76%
India 0.35%
Indonesia 0.01%
Kazakhstan -0.00%
Malaysia 0.01%
Philippines 0.02%
Thailand 0.01%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
30.45%
Materials
4.42%
Consumer Discretionary
8.90%
Financials
15.90%
Real Estate
1.23%
Sensitive
47.83%
Communication Services
6.80%
Energy
3.96%
Industrials
13.04%
Information Technology
24.03%
Defensive
21.47%
Consumer Staples
5.66%
Health Care
9.13%
Utilities
6.68%
Not Classified
0.26%
Non Classified Equity
0.28%
Not Classified - Non Equity
-0.02%
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