Asset Allocation

As of July 31, 2025.
Type % Net
Cash 34.57%
Stock 68.05%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -2.62%
View Asset Allocation
Start Trial

Market Capitalization

As of July 31, 2025
Large 0.61%
Mid 6.25%
Small 93.15%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 68.45%    % Emerging Markets: 0.27%    % Unidentified Markets: 31.29%

Americas 67.12%
66.48%
United States 66.48%
0.64%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.33%
United Kingdom 0.90%
0.43%
Ireland 0.25%
Sweden 0.18%
0.00%
0.00%
Greater Asia 0.27%
Japan 0.00%
0.00%
0.00%
0.27%
Thailand 0.27%
Unidentified Region 31.29%

Stock Sector Exposure

Cyclical
42.87%
Materials
5.42%
Consumer Discretionary
12.95%
Financials
17.82%
Real Estate
6.68%
Sensitive
39.63%
Communication Services
1.22%
Energy
3.35%
Industrials
23.23%
Information Technology
11.83%
Defensive
16.52%
Consumer Staples
5.29%
Health Care
8.34%
Utilities
2.88%
Not Classified
0.98%
Non Classified Equity
0.98%
Not Classified - Non Equity
0.00%
As of July 31, 2025
View Region Exposure
Start Trial

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