Asset Allocation

As of April 30, 2026.
Type % Net
Cash 3.45%
Stock 94.62%
Bond 0.00%
Convertible 0.00%
Preferred 1.36%
Other 0.57%
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Market Capitalization

As of April 30, 2026
Large 90.99%
Mid 8.87%
Small 0.15%
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Region Exposure

% Developed Markets: 93.15%    % Emerging Markets: 2.94%    % Unidentified Markets: 3.91%

Americas 10.12%
10.12%
Canada 5.38%
United States 4.74%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.95%
United Kingdom 8.76%
48.19%
Denmark 3.81%
France 10.36%
Germany 7.54%
Ireland 6.85%
Netherlands 10.26%
Norway 1.61%
Sweden 3.85%
Switzerland 2.70%
0.00%
0.00%
Greater Asia 29.02%
Japan 15.16%
0.00%
10.92%
Hong Kong 1.06%
South Korea 3.68%
Taiwan 6.18%
2.94%
India 2.94%
Unidentified Region 3.91%

Stock Sector Exposure

Cyclical
24.99%
Materials
6.93%
Consumer Discretionary
5.77%
Financials
12.29%
Real Estate
0.00%
Sensitive
64.29%
Communication Services
3.25%
Energy
1.88%
Industrials
27.64%
Information Technology
31.53%
Defensive
7.24%
Consumer Staples
0.00%
Health Care
7.24%
Utilities
0.00%
Not Classified
3.48%
Non Classified Equity
3.48%
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