Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.15%
Stock 98.91%
Bond 0.06%
Convertible 0.00%
Preferred 0.00%
Other 0.88%
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Market Capitalization

As of July 31, 2026
Large 5.20%
Mid 23.66%
Small 71.14%
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Region Exposure

% Developed Markets: 98.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.02%

Americas 93.34%
92.06%
Canada 0.26%
United States 91.80%
1.28%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.64%
United Kingdom 2.06%
3.58%
Ireland 3.21%
Netherlands 0.37%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.02%

Stock Sector Exposure

Cyclical
44.56%
Materials
6.51%
Consumer Discretionary
11.34%
Financials
19.83%
Real Estate
6.87%
Sensitive
36.04%
Communication Services
0.33%
Energy
6.24%
Industrials
19.87%
Information Technology
9.58%
Defensive
18.62%
Consumer Staples
3.34%
Health Care
10.62%
Utilities
4.66%
Not Classified
0.65%
Non Classified Equity
0.65%
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