Asset Allocation

As of July 31, 2026.
Type % Net
Cash 4.33%
Stock 95.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 90.30%
Mid 8.07%
Small 1.63%
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Region Exposure

% Developed Markets: 99.51%    % Emerging Markets: 0.49%    % Unidentified Markets: 0.00%

Americas 57.54%
57.04%
Canada 6.10%
United States 50.94%
0.49%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.64%
United Kingdom 6.45%
22.19%
Denmark 0.92%
France 8.06%
Germany 3.43%
Ireland 1.37%
Italy 1.51%
Netherlands 3.96%
Spain 1.05%
Sweden 0.68%
Switzerland 1.20%
0.00%
0.00%
Greater Asia 13.82%
Japan 6.23%
0.00%
7.59%
Hong Kong 0.45%
Singapore 1.30%
South Korea 2.20%
Taiwan 3.65%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
25.02%
Materials
1.89%
Consumer Discretionary
7.75%
Financials
13.82%
Real Estate
1.56%
Sensitive
58.93%
Communication Services
6.26%
Energy
3.21%
Industrials
19.04%
Information Technology
30.42%
Defensive
16.05%
Consumer Staples
4.16%
Health Care
7.64%
Utilities
4.25%
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