Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.28%
Stock 98.69%
Bond 1.03%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 84.90%
Mid 11.32%
Small 3.78%
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Region Exposure

% Developed Markets: 98.66%    % Emerging Markets: 1.12%    % Unidentified Markets: 0.21%

Americas 69.16%
69.16%
Canada 2.00%
United States 67.16%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.35%
United Kingdom 8.74%
13.60%
Austria 1.32%
Belgium 0.76%
France 3.69%
Germany 1.28%
Ireland 0.27%
Italy 1.57%
Netherlands 1.20%
Spain 0.70%
Sweden 0.90%
Switzerland 1.60%
0.00%
0.00%
Greater Asia 8.28%
Japan 4.11%
0.02%
Australia 0.02%
3.02%
Singapore 0.72%
Taiwan 2.31%
1.12%
China 1.12%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
31.07%
Materials
4.24%
Consumer Discretionary
10.63%
Financials
14.65%
Real Estate
1.54%
Sensitive
50.28%
Communication Services
6.11%
Energy
4.12%
Industrials
12.07%
Information Technology
27.98%
Defensive
18.66%
Consumer Staples
5.11%
Health Care
11.30%
Utilities
2.25%
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