Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.00%
Stock 95.00%
Bond 0.00%
Convertible 0.00%
Preferred 2.90%
Other 2.10%
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Market Capitalization

As of July 31, 2026
Large 88.28%
Mid 11.72%
Small 0.00%
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Region Exposure

% Developed Markets: 88.47%    % Emerging Markets: 9.43%    % Unidentified Markets: 2.10%

Americas 15.13%
11.00%
Canada 6.75%
United States 4.25%
4.13%
Mexico 1.52%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.61%
United Kingdom 14.60%
39.01%
France 6.27%
Germany 7.86%
Ireland 12.56%
Netherlands 4.40%
Switzerland 6.12%
0.00%
0.00%
Greater Asia 29.16%
Japan 5.71%
0.00%
18.14%
Hong Kong 7.72%
Singapore 3.45%
Taiwan 6.98%
5.31%
China 2.58%
India 2.73%
Unidentified Region 2.10%

Stock Sector Exposure

Cyclical
31.74%
Materials
3.92%
Consumer Discretionary
12.46%
Financials
15.36%
Real Estate
0.00%
Sensitive
43.78%
Communication Services
2.93%
Energy
0.00%
Industrials
19.85%
Information Technology
21.00%
Defensive
24.48%
Consumer Staples
7.57%
Health Care
16.90%
Utilities
0.00%
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