Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.37%
Stock 99.14%
Bond 0.14%
Convertible 0.00%
Preferred 0.22%
Other 0.13%
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Market Capitalization

As of July 31, 2026
Large 85.72%
Mid 13.51%
Small 0.77%
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Region Exposure

% Developed Markets: 99.54%    % Emerging Markets: 0.09%    % Unidentified Markets: 0.37%

Americas 0.40%
0.29%
United States 0.29%
0.11%
Mexico 0.03%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.73%
United Kingdom 13.99%
50.61%
Austria 0.36%
Belgium 0.87%
Denmark 1.67%
Finland 1.14%
France 8.92%
Germany 8.83%
Ireland 0.65%
Italy 3.25%
Netherlands 6.66%
Norway 0.63%
Portugal 0.18%
Spain 3.88%
Sweden 3.11%
Switzerland 9.86%
0.01%
Czech Republic 0.01%
1.12%
Israel 1.12%
Greater Asia 33.50%
Japan 22.93%
6.81%
Australia 6.60%
3.72%
Hong Kong 1.93%
Singapore 1.77%
0.04%
China 0.04%
Unidentified Region 0.37%

Stock Sector Exposure

Cyclical
42.32%
Materials
5.92%
Consumer Discretionary
8.29%
Financials
26.50%
Real Estate
1.62%
Sensitive
36.68%
Communication Services
3.82%
Energy
3.80%
Industrials
18.97%
Information Technology
10.09%
Defensive
20.78%
Consumer Staples
6.79%
Health Care
10.21%
Utilities
3.78%
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