Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.72%
Stock 95.29%
Bond 0.68%
Convertible 0.00%
Preferred 0.00%
Other 3.30%
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Market Capitalization

As of April 30, 2026
Large 71.82%
Mid 26.54%
Small 1.64%
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Region Exposure

% Developed Markets: 95.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.03%

Americas 5.29%
5.29%
United States 5.29%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.31%
United Kingdom 12.61%
52.70%
Belgium 3.63%
Denmark 3.44%
France 8.08%
Germany 6.98%
Ireland 8.93%
Netherlands 7.74%
Portugal 4.08%
Sweden 2.03%
Switzerland 7.80%
0.00%
0.00%
Greater Asia 25.37%
Japan 16.05%
0.00%
9.32%
Hong Kong 2.23%
Singapore 7.09%
0.00%
Unidentified Region 4.03%

Stock Sector Exposure

Cyclical
30.47%
Materials
4.36%
Consumer Discretionary
3.72%
Financials
20.58%
Real Estate
1.81%
Sensitive
37.22%
Communication Services
6.11%
Energy
4.07%
Industrials
22.41%
Information Technology
4.62%
Defensive
30.95%
Consumer Staples
7.68%
Health Care
14.82%
Utilities
8.46%
Not Classified
1.36%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.36%
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