Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.57%
Stock 97.86%
Bond 0.00%
Convertible 0.00%
Preferred 1.04%
Other 0.52%
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Market Capitalization

As of July 31, 2026
Large 77.93%
Mid 18.02%
Small 4.05%
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Region Exposure

% Developed Markets: 99.12%    % Emerging Markets: 0.46%    % Unidentified Markets: 0.42%

Americas 9.56%
9.51%
Canada 8.80%
United States 0.71%
0.06%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.75%
United Kingdom 13.71%
38.10%
Austria 0.45%
Belgium 0.63%
Denmark 1.10%
Finland 1.07%
France 8.29%
Germany 7.88%
Ireland 0.75%
Italy 2.35%
Netherlands 3.04%
Norway 1.04%
Portugal 0.18%
Spain 3.00%
Sweden 1.79%
Switzerland 5.95%
0.42%
Poland 0.42%
0.52%
Israel 0.52%
Greater Asia 37.27%
Japan 22.32%
4.85%
Australia 4.82%
10.10%
Hong Kong 1.24%
Singapore 0.77%
South Korea 8.09%
0.00%
Unidentified Region 0.42%

Stock Sector Exposure

Cyclical
41.70%
Materials
10.70%
Consumer Discretionary
11.15%
Financials
19.10%
Real Estate
0.75%
Sensitive
39.32%
Communication Services
4.45%
Energy
10.55%
Industrials
14.75%
Information Technology
9.57%
Defensive
18.00%
Consumer Staples
7.63%
Health Care
6.57%
Utilities
3.81%
Not Classified
0.98%
Non Classified Equity
0.98%
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