Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.82%
Stock 96.90%
Bond 1.48%
Convertible 0.00%
Preferred 0.00%
Other -0.20%
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Market Capitalization

As of July 31, 2025
Large 17.88%
Mid 52.71%
Small 29.41%
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Region Exposure

% Developed Markets: 87.30%    % Emerging Markets: 11.31%    % Unidentified Markets: 1.39%

Americas 13.11%
12.81%
Canada 11.10%
United States 1.71%
0.30%
Mexico 0.30%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.92%
United Kingdom 13.30%
30.47%
Austria 0.87%
Denmark 6.05%
Finland 1.21%
France 2.13%
Germany 4.88%
Greece 0.77%
Italy 1.28%
Netherlands 3.32%
Sweden 7.58%
Switzerland 2.39%
0.37%
Poland 0.37%
0.79%
Israel 0.79%
Greater Asia 40.58%
Japan 20.47%
3.24%
Australia 3.24%
6.23%
South Korea 4.39%
Taiwan 1.84%
10.64%
China 3.27%
India 7.36%
Unidentified Region 1.39%

Stock Sector Exposure

Cyclical
34.06%
Materials
5.46%
Consumer Discretionary
7.06%
Financials
20.47%
Real Estate
1.06%
Sensitive
55.43%
Communication Services
9.27%
Energy
1.53%
Industrials
29.66%
Information Technology
14.97%
Defensive
7.36%
Consumer Staples
1.81%
Health Care
4.67%
Utilities
0.88%
Not Classified
3.15%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.15%
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