Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.05%
Stock 99.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of July 31, 2026
Large 73.87%
Mid 16.35%
Small 9.78%
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Region Exposure

% Developed Markets: 99.52%    % Emerging Markets: 0.06%    % Unidentified Markets: 0.42%

Americas 97.68%
97.25%
Canada 0.03%
United States 97.23%
0.43%
Brazil 0.06%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.85%
United Kingdom 0.48%
1.37%
Denmark 0.01%
Finland 0.00%
Ireland 0.93%
Netherlands 0.01%
Switzerland 0.28%
0.00%
0.00%
Greater Asia 0.05%
Japan 0.00%
0.05%
Australia 0.05%
0.00%
0.00%
Unidentified Region 0.42%

Stock Sector Exposure

Cyclical
26.32%
Materials
2.04%
Consumer Discretionary
9.57%
Financials
12.67%
Real Estate
2.03%
Sensitive
57.45%
Communication Services
9.42%
Energy
3.53%
Industrials
9.54%
Information Technology
34.96%
Defensive
15.81%
Consumer Staples
4.47%
Health Care
9.27%
Utilities
2.07%
Not Classified
0.08%
Non Classified Equity
0.08%
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