Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.05%
Stock 99.23%
Bond 0.72%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 86.43%
Mid 10.02%
Small 3.55%
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Region Exposure

% Developed Markets: 100.00%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 59.85%
59.85%
Canada 0.74%
United States 59.11%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.15%
United Kingdom 12.59%
11.56%
France 5.41%
Germany 1.36%
Ireland 1.05%
Italy 2.26%
Switzerland 1.48%
0.00%
0.00%
Greater Asia 16.00%
Japan 9.21%
0.02%
Australia 0.02%
6.77%
Singapore 1.70%
Taiwan 5.07%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
31.09%
Materials
4.91%
Consumer Discretionary
5.02%
Financials
18.14%
Real Estate
3.02%
Sensitive
48.41%
Communication Services
6.70%
Energy
5.49%
Industrials
14.23%
Information Technology
21.99%
Defensive
20.50%
Consumer Staples
5.79%
Health Care
11.41%
Utilities
3.29%
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