Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.63%
Stock 97.47%
Bond 0.90%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 80.53%
Mid 11.88%
Small 7.58%
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Region Exposure

% Developed Markets: 87.96%    % Emerging Markets: 10.87%    % Unidentified Markets: 1.17%

Americas 13.18%
8.91%
Canada 7.55%
United States 1.36%
4.27%
Brazil 1.18%
Mexico 3.09%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.11%
United Kingdom 8.55%
38.56%
Austria 3.85%
Belgium 2.07%
France 2.70%
Germany 8.10%
Italy 3.86%
Netherlands 5.31%
Spain 6.12%
Switzerland 4.23%
0.00%
0.00%
Greater Asia 38.55%
Japan 13.85%
1.97%
Australia 1.97%
16.12%
Hong Kong 5.30%
Singapore 1.58%
South Korea 4.22%
Taiwan 5.02%
6.60%
China 2.76%
India 3.84%
Unidentified Region 1.17%

Stock Sector Exposure

Cyclical
47.93%
Materials
5.48%
Consumer Discretionary
4.31%
Financials
34.80%
Real Estate
3.35%
Sensitive
29.26%
Communication Services
4.63%
Energy
5.57%
Industrials
8.38%
Information Technology
10.68%
Defensive
18.94%
Consumer Staples
10.46%
Health Care
3.17%
Utilities
5.31%
Not Classified
3.87%
Non Classified Equity
1.78%
Not Classified - Non Equity
2.09%
As of April 30, 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