Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.96%
Stock 97.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of July 31, 2025
Large 72.51%
Mid 20.46%
Small 7.03%
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Region Exposure

% Developed Markets: 85.96%    % Emerging Markets: 11.10%    % Unidentified Markets: 2.94%

Americas 67.21%
63.17%
Canada 4.32%
United States 58.85%
4.04%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.89%
United Kingdom 0.00%
13.89%
Denmark 1.68%
Germany 0.87%
Netherlands 4.73%
Switzerland 3.87%
0.00%
0.00%
Greater Asia 15.95%
Japan 2.51%
3.06%
Australia 3.06%
3.32%
Taiwan 3.32%
7.06%
India 7.06%
Unidentified Region 2.94%

Stock Sector Exposure

Cyclical
41.50%
Materials
0.00%
Consumer Discretionary
23.64%
Financials
17.86%
Real Estate
0.00%
Sensitive
47.56%
Communication Services
11.75%
Energy
0.00%
Industrials
7.96%
Information Technology
27.85%
Defensive
10.94%
Consumer Staples
0.00%
Health Care
10.94%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of July 31, 2025
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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