Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.63%
Stock 97.29%
Bond 0.00%
Convertible 0.00%
Preferred 0.50%
Other 0.57%
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Market Capitalization

As of July 31, 2026
Large 50.90%
Mid 23.31%
Small 25.79%
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Region Exposure

% Developed Markets: 98.86%    % Emerging Markets: 0.54%    % Unidentified Markets: 0.60%

Americas 61.62%
60.96%
Canada 5.56%
United States 55.40%
0.66%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.42%
United Kingdom 5.07%
20.28%
Austria 0.40%
Belgium 0.62%
Denmark 0.59%
Finland 0.50%
France 2.10%
Germany 1.25%
Ireland 0.45%
Italy 2.00%
Netherlands 2.39%
Norway 1.26%
Portugal 0.09%
Spain 2.41%
Sweden 3.00%
Switzerland 3.22%
0.00%
1.07%
Israel 1.07%
Greater Asia 11.36%
Japan 6.99%
0.61%
Australia 0.58%
3.76%
Hong Kong 2.47%
Singapore 1.28%
0.00%
Unidentified Region 0.60%

Stock Sector Exposure

Cyclical
19.84%
Materials
2.65%
Consumer Discretionary
4.34%
Financials
12.83%
Real Estate
0.01%
Sensitive
43.58%
Communication Services
9.47%
Energy
5.35%
Industrials
6.61%
Information Technology
22.14%
Defensive
36.04%
Consumer Staples
14.97%
Health Care
16.79%
Utilities
4.28%
Not Classified
0.55%
Non Classified Equity
0.55%
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