Asset Allocation

As of April 30, 2026.
Type % Net
Cash 8.80%
Stock 91.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of April 30, 2026
Large 0.00%
Mid 2.85%
Small 97.15%
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Region Exposure

% Developed Markets: 91.27%    % Emerging Markets: 0.00%    % Unidentified Markets: 8.73%

Americas 85.96%
81.78%
United States 81.78%
4.18%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.31%
United Kingdom 0.62%
3.85%
Belgium 1.99%
Ireland 1.86%
0.00%
0.83%
Israel 0.83%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 8.73%

Stock Sector Exposure

Cyclical
32.25%
Materials
2.19%
Consumer Discretionary
11.84%
Financials
17.15%
Real Estate
1.07%
Sensitive
40.13%
Communication Services
1.24%
Energy
2.41%
Industrials
26.84%
Information Technology
9.64%
Defensive
26.90%
Consumer Staples
11.24%
Health Care
8.92%
Utilities
6.75%
Not Classified
0.72%
Non Classified Equity
0.72%
Not Classified - Non Equity
0.00%
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