Asset Allocation

As of July 31, 2026.
Type % Net
Cash 2.52%
Stock 97.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of July 31, 2026
Large 63.48%
Mid 20.56%
Small 15.96%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.02%

Americas 96.62%
95.48%
Canada 2.44%
United States 93.04%
1.14%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.29%
United Kingdom 1.40%
0.89%
Ireland 0.89%
0.00%
0.00%
Greater Asia 1.10%
Japan 0.00%
0.00%
1.10%
Taiwan 1.10%
0.00%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
28.01%
Materials
1.07%
Consumer Discretionary
11.13%
Financials
14.53%
Real Estate
1.29%
Sensitive
55.11%
Communication Services
6.58%
Energy
1.86%
Industrials
13.63%
Information Technology
33.03%
Defensive
14.38%
Consumer Staples
3.76%
Health Care
10.63%
Utilities
0.00%
Not Classified
2.50%
Non Classified Equity
2.50%
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