Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.06%
Stock 97.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Market Capitalization

As of April 30, 2026
Large 83.64%
Mid 16.36%
Small 0.00%
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Region Exposure

% Developed Markets: 99.60%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.40%

Americas 5.92%
4.19%
Canada 4.19%
1.72%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.98%
United Kingdom 8.67%
57.31%
Denmark 1.38%
Finland 2.12%
France 13.97%
Germany 8.07%
Ireland 1.57%
Italy 3.61%
Netherlands 6.79%
Spain 4.20%
Sweden 2.14%
Switzerland 13.44%
0.00%
0.00%
Greater Asia 27.70%
Japan 16.07%
1.05%
Australia 1.05%
10.58%
Hong Kong 4.11%
Singapore 1.59%
Taiwan 4.87%
0.00%
Unidentified Region 0.40%

Stock Sector Exposure

Cyclical
23.65%
Materials
5.54%
Consumer Discretionary
12.27%
Financials
4.22%
Real Estate
1.63%
Sensitive
50.53%
Communication Services
3.01%
Energy
2.84%
Industrials
18.30%
Information Technology
26.37%
Defensive
25.82%
Consumer Staples
4.37%
Health Care
18.85%
Utilities
2.59%
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