Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.43%
Stock 94.98%
Bond 0.00%
Convertible 0.00%
Preferred 2.60%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 69.80%
Mid 18.95%
Small 11.25%
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Region Exposure

% Developed Markets: 90.40%    % Emerging Markets: 9.60%    % Unidentified Markets: 0.00%

Americas 48.12%
41.41%
Canada 3.54%
United States 37.88%
6.71%
Brazil 3.11%
Mexico 2.64%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.55%
United Kingdom 13.11%
23.44%
Austria 2.19%
France 11.78%
Germany 2.83%
Ireland 1.17%
Netherlands 1.81%
Spain 0.98%
Switzerland 2.67%
0.00%
0.00%
Greater Asia 15.33%
Japan 1.14%
0.00%
11.76%
Hong Kong 4.65%
South Korea 2.72%
Taiwan 4.39%
2.42%
China 1.06%
Indonesia 0.85%
Malaysia 0.51%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
31.39%
Materials
3.75%
Consumer Discretionary
7.29%
Financials
19.64%
Real Estate
0.71%
Sensitive
35.60%
Communication Services
5.27%
Energy
6.51%
Industrials
8.67%
Information Technology
15.15%
Defensive
33.01%
Consumer Staples
8.99%
Health Care
21.62%
Utilities
2.40%
Not Classified
0.00%
Non Classified 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