Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.87%
Stock 98.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.26%
Other -0.04%
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Market Capitalization

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

% Developed Markets: 99.93%    % Emerging Markets: 0.13%    % Unidentified Markets: -0.06%

Americas 0.74%
0.60%
Canada 0.37%
United States 0.23%
0.14%
Mexico 0.05%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.54%
United Kingdom 14.30%
50.10%
Austria 0.33%
Belgium 0.90%
Denmark 1.66%
Finland 1.17%
France 9.24%
Germany 8.77%
Ireland 0.70%
Italy 3.11%
Netherlands 6.01%
Norway 0.74%
Portugal 0.20%
Spain 3.66%
Sweden 3.22%
Switzerland 9.78%
0.03%
Czech Republic 0.03%
1.11%
Israel 1.11%
Greater Asia 33.78%
Japan 23.01%
6.94%
Australia 6.73%
3.80%
Hong Kong 2.10%
Singapore 1.67%
Taiwan 0.00%
0.04%
China 0.04%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
40.61%
Materials
6.10%
Consumer Discretionary
8.47%
Financials
24.51%
Real Estate
1.53%
Sensitive
36.64%
Communication Services
4.21%
Energy
4.32%
Industrials
19.46%
Information Technology
8.66%
Defensive
22.40%
Consumer Staples
7.19%
Health Care
11.10%
Utilities
4.11%
Not Classified
0.35%
Non Classified Equity
0.35%
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