Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.53%
Stock 78.08%
Bond 0.20%
Convertible 0.00%
Preferred 0.05%
Other 20.14%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 73.16%    % Emerging Markets: 6.72%    % Unidentified Markets: 20.13%

Americas 5.65%
3.64%
Canada 2.02%
United States 1.62%
2.01%
Brazil 1.98%
Mexico 0.01%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.30%
United Kingdom 14.30%
27.92%
Austria 0.06%
Belgium 0.33%
Denmark 0.39%
Finland 2.09%
France 3.36%
Germany 3.43%
Ireland 2.30%
Italy 3.77%
Netherlands 4.14%
Norway 1.98%
Portugal 0.04%
Spain 1.02%
Sweden 1.34%
Switzerland 3.56%
0.01%
Czech Republic 0.00%
1.07%
Israel 1.07%
Greater Asia 30.92%
Japan 12.32%
3.82%
Australia 3.77%
10.14%
Hong Kong 0.44%
Singapore 1.22%
South Korea 2.85%
Taiwan 5.62%
4.65%
China 3.50%
India 1.15%
Unidentified Region 20.13%

Stock Sector Exposure

Cyclical
25.19%
Materials
4.77%
Consumer Discretionary
3.73%
Financials
16.39%
Real Estate
0.30%
Sensitive
42.78%
Communication Services
4.78%
Energy
5.61%
Industrials
17.79%
Information Technology
14.60%
Defensive
10.60%
Consumer Staples
2.96%
Health Care
6.82%
Utilities
0.82%
Not Classified
21.43%
Non Classified Equity
1.02%
Not Classified - Non Equity
20.42%
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