Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.33%
Stock 99.19%
Bond 0.42%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of April 30, 2026
Large 80.73%
Mid 17.97%
Small 1.29%
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Region Exposure

% Developed Markets: 91.38%    % Emerging Markets: 8.18%    % Unidentified Markets: 0.44%

Americas 51.38%
46.67%
United States 46.67%
4.71%
Brazil 2.72%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.66%
United Kingdom 10.49%
26.17%
France 3.38%
Germany 8.01%
Ireland 5.91%
Netherlands 2.60%
Sweden 2.56%
Switzerland 3.72%
0.00%
0.00%
Greater Asia 11.52%
Japan 0.00%
0.00%
8.05%
Hong Kong 2.79%
Taiwan 5.27%
3.47%
India 1.81%
Indonesia 1.66%
Unidentified Region 0.44%

Stock Sector Exposure

Cyclical
40.36%
Materials
0.00%
Consumer Discretionary
7.57%
Financials
32.78%
Real Estate
0.00%
Sensitive
47.97%
Communication Services
8.13%
Energy
0.00%
Industrials
21.46%
Information Technology
18.37%
Defensive
10.88%
Consumer Staples
2.47%
Health Care
8.41%
Utilities
0.00%
Not Classified
0.80%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.80%
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