Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.00%
Stock 80.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 19.76%
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Market Capitalization

As of July 31, 2025
Large 1.39%
Mid 3.87%
Small 94.74%
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Region Exposure

% Developed Markets: 78.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 21.38%

Americas 72.62%
72.62%
Canada 0.37%
United States 72.25%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.00%
United Kingdom 0.93%
2.09%
Denmark 0.81%
Netherlands 1.28%
0.00%
2.98%
Israel 2.98%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 21.38%

Stock Sector Exposure

Cyclical
27.36%
Materials
1.76%
Consumer Discretionary
16.04%
Financials
9.30%
Real Estate
0.26%
Sensitive
30.97%
Communication Services
0.00%
Energy
0.00%
Industrials
19.87%
Information Technology
11.10%
Defensive
19.97%
Consumer Staples
2.97%
Health Care
16.99%
Utilities
0.00%
Not Classified
21.71%
Non Classified Equity
1.95%
Not Classified - Non Equity
19.76%
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