Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.81%
Stock 95.44%
Bond 0.00%
Convertible 0.00%
Preferred 1.75%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 74.64%
Mid 20.57%
Small 4.78%
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Region Exposure

% Developed Markets: 93.69%    % Emerging Markets: 6.31%    % Unidentified Markets: 0.00%

Americas 2.81%
2.81%
Canada 2.81%
United States 0.01%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.79%
United Kingdom 13.88%
38.91%
Finland 2.70%
France 8.92%
Germany 10.98%
Netherlands 2.29%
Norway 1.75%
Sweden 2.42%
Switzerland 9.85%
0.00%
0.00%
Greater Asia 44.39%
Japan 14.22%
10.17%
Australia 10.17%
13.69%
Hong Kong 3.40%
Singapore 7.36%
Taiwan 2.93%
6.31%
China 0.47%
Indonesia 2.65%
Malaysia 2.77%
Philippines 0.42%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
24.57%
Materials
8.34%
Consumer Discretionary
2.65%
Financials
13.58%
Real Estate
0.00%
Sensitive
46.36%
Communication Services
8.43%
Energy
2.81%
Industrials
24.21%
Information Technology
10.92%
Defensive
29.07%
Consumer Staples
15.13%
Health Care
10.61%
Utilities
3.32%
Not Classified
0.00%
Non Classified Equity
0.00%
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