Asset Allocation

As of July 31, 2026.
Type % Net
Cash -0.11%
Stock 98.73%
Bond 1.20%
Convertible 0.00%
Preferred 0.00%
Other 0.18%
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Market Capitalization

As of July 31, 2026
Large 59.62%
Mid 29.67%
Small 10.71%
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Region Exposure

% Developed Markets: 95.16%    % Emerging Markets: 4.66%    % Unidentified Markets: 0.18%

Americas 60.41%
57.16%
Canada 7.33%
United States 49.84%
3.24%
Brazil 0.88%
Mexico 1.05%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.00%
United Kingdom 3.89%
14.85%
France 1.19%
Germany 0.89%
Ireland 2.32%
Italy 2.65%
Netherlands 2.41%
Norway 0.54%
Spain 1.21%
Switzerland 3.63%
0.00%
0.25%
Israel 0.25%
Greater Asia 20.42%
Japan 6.29%
0.85%
10.55%
Hong Kong 2.07%
Singapore 4.26%
South Korea 1.59%
Taiwan 2.64%
2.73%
Philippines 2.16%
Thailand 0.57%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
24.96%
Materials
2.69%
Consumer Discretionary
6.13%
Financials
12.40%
Real Estate
3.75%
Sensitive
40.43%
Communication Services
7.93%
Energy
3.66%
Industrials
6.51%
Information Technology
22.34%
Defensive
34.00%
Consumer Staples
11.30%
Health Care
15.42%
Utilities
7.28%
Not Classified
0.61%
Non Classified Equity
0.61%
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