Asset Allocation

As of July 31, 2026.
Type % Net
Cash -0.02%
Stock 95.71%
Bond 0.87%
Convertible 0.00%
Preferred 2.18%
Other 1.25%
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Market Capitalization

As of July 31, 2026
Large 72.66%
Mid 19.60%
Small 7.74%
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Region Exposure

% Developed Markets: 99.46%    % Emerging Markets: 0.23%    % Unidentified Markets: 0.31%

Americas 41.64%
41.64%
Canada 1.94%
United States 39.70%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.37%
United Kingdom 12.75%
34.61%
France 9.17%
Germany 2.70%
Ireland 7.52%
Italy 2.32%
Netherlands 4.30%
Spain 0.59%
Switzerland 8.02%
0.00%
0.00%
Greater Asia 10.69%
Japan 8.06%
0.00%
2.40%
Hong Kong 1.03%
South Korea 1.37%
0.23%
China 0.23%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
33.58%
Materials
4.76%
Consumer Discretionary
2.80%
Financials
26.03%
Real Estate
0.00%
Sensitive
34.95%
Communication Services
4.25%
Energy
6.21%
Industrials
13.41%
Information Technology
11.08%
Defensive
30.03%
Consumer Staples
11.55%
Health Care
14.24%
Utilities
4.23%
Not Classified
1.44%
Non Classified Equity
1.44%
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