Asset Allocation

As of July 31, 2025.
Type % Net
Cash 5.21%
Stock 93.02%
Bond 1.20%
Convertible 0.00%
Preferred 0.15%
Other 0.42%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.01%    % Emerging Markets: 3.33%    % Unidentified Markets: 0.66%

Americas 65.37%
64.56%
Canada 2.19%
United States 62.37%
0.81%
Brazil 0.36%
Chile 0.01%
Colombia 0.00%
Mexico 0.11%
Peru 0.07%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.47%
United Kingdom 5.58%
16.25%
Austria 0.08%
Belgium 0.03%
Denmark 0.50%
Finland 0.04%
France 3.64%
Germany 1.83%
Greece 0.07%
Ireland 3.27%
Italy 0.52%
Netherlands 1.58%
Norway 0.11%
Portugal 0.18%
Spain 0.62%
Sweden 0.31%
Switzerland 2.83%
0.12%
Czech Republic 0.01%
Poland 0.06%
Russia 0.00%
Turkey 0.03%
0.53%
Egypt 0.00%
Israel 0.20%
Qatar 0.02%
Saudi Arabia 0.12%
South Africa 0.10%
United Arab Emirates 0.06%
Greater Asia 11.50%
Japan 4.97%
1.20%
Australia 1.15%
3.02%
Hong Kong 0.84%
Singapore 0.35%
South Korea 0.45%
Taiwan 1.33%
2.31%
China 1.05%
India 1.01%
Indonesia 0.06%
Malaysia 0.05%
Philippines 0.03%
Thailand 0.11%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
37.78%
Materials
4.13%
Consumer Discretionary
9.11%
Financials
17.54%
Real Estate
7.00%
Sensitive
43.02%
Communication Services
6.00%
Energy
3.57%
Industrials
15.02%
Information Technology
18.43%
Defensive
17.65%
Consumer Staples
5.18%
Health Care
8.77%
Utilities
3.70%
Not Classified
1.56%
Non Classified Equity
0.46%
Not Classified - Non Equity
1.10%
As of July 31, 2025
View Region Exposure
Start Trial

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