Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.95%
Stock 96.75%
Bond 1.30%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 14.73%
Mid 49.87%
Small 35.40%
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Region Exposure

% Developed Markets: 98.26%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.74%

Americas 95.70%
93.95%
Canada 1.62%
United States 92.33%
1.75%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.57%
United Kingdom 1.48%
0.48%
Netherlands 0.48%
0.00%
0.61%
Israel 0.61%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.74%

Stock Sector Exposure

Cyclical
20.13%
Materials
2.17%
Consumer Discretionary
10.57%
Financials
6.34%
Real Estate
1.04%
Sensitive
62.92%
Communication Services
1.53%
Energy
6.06%
Industrials
27.67%
Information Technology
27.67%
Defensive
13.94%
Consumer Staples
2.04%
Health Care
11.90%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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