Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.56%
Stock 99.27%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2026
Large 83.29%
Mid 12.94%
Small 3.78%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.65%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.35%

Americas 70.25%
70.25%
Canada 0.13%
United States 70.11%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.74%
United Kingdom 12.27%
8.46%
France 3.87%
Germany 1.90%
Italy 2.70%
0.00%
0.00%
Greater Asia 8.67%
Japan 4.41%
0.03%
Australia 0.03%
4.23%
Taiwan 4.23%
0.00%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
33.89%
Materials
4.06%
Consumer Discretionary
12.57%
Financials
15.01%
Real Estate
2.24%
Sensitive
48.12%
Communication Services
6.54%
Energy
4.24%
Industrials
11.28%
Information Technology
26.07%
Defensive
17.99%
Consumer Staples
4.30%
Health Care
11.21%
Utilities
2.48%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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