Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.47%
Stock 98.71%
Bond 0.85%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of July 31, 2026
Large 0.66%
Mid 3.06%
Small 96.28%
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Region Exposure

% Developed Markets: 99.22%    % Emerging Markets: 0.38%    % Unidentified Markets: 0.40%

Americas 97.33%
96.24%
Canada 2.02%
United States 94.22%
1.09%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.70%
United Kingdom 0.66%
0.71%
France 0.00%
Germany 0.00%
Ireland 0.26%
Switzerland 0.00%
0.00%
0.33%
Israel 0.19%
Saudi Arabia 0.00%
South Africa 0.14%
United Arab Emirates 0.00%
Greater Asia 0.57%
Japan 0.00%
0.00%
Australia 0.00%
0.57%
Hong Kong 0.18%
Singapore 0.39%
0.00%
Unidentified Region 0.40%

Stock Sector Exposure

Cyclical
43.37%
Materials
6.49%
Consumer Discretionary
10.74%
Financials
21.73%
Real Estate
4.41%
Sensitive
38.21%
Communication Services
1.21%
Energy
5.69%
Industrials
18.59%
Information Technology
12.73%
Defensive
16.48%
Consumer Staples
2.00%
Health Care
13.41%
Utilities
1.07%
Not Classified
0.63%
Non Classified Equity
0.63%
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