Asset Allocation

As of April 30, 2026.
Type % Net
Cash 3.77%
Stock 92.39%
Bond 3.88%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 66.16%
Mid 19.12%
Small 14.72%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.53%

Americas 88.93%
88.93%
United States 88.93%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.54%
United Kingdom 0.00%
5.62%
Ireland 2.03%
Netherlands 3.59%
0.00%
1.91%
Israel 1.91%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.53%

Stock Sector Exposure

Cyclical
19.69%
Materials
2.03%
Consumer Discretionary
7.66%
Financials
8.17%
Real Estate
1.83%
Sensitive
56.86%
Communication Services
11.43%
Energy
1.82%
Industrials
8.00%
Information Technology
35.61%
Defensive
15.80%
Consumer Staples
0.00%
Health Care
15.80%
Utilities
0.00%
Not Classified
7.64%
Non Classified Equity
0.00%
Not Classified - Non Equity
7.64%
As of April 30, 2026
View Region Exposure
Start Trial

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