Asset Allocation

As of April 30, 2026.
Type % Net
Cash 21.09%
Stock 78.86%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

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

% Developed Markets: 94.13%    % Emerging Markets: 5.82%    % Unidentified Markets: 0.05%

Americas 27.29%
20.22%
Canada 19.92%
United States 0.30%
7.07%
Mexico 3.26%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.45%
United Kingdom 12.14%
40.15%
Belgium 0.82%
France 8.28%
Germany 9.07%
Ireland 6.89%
Italy 1.27%
Netherlands 5.42%
Norway 1.33%
Spain 0.86%
Sweden 0.64%
Switzerland 5.57%
0.00%
1.15%
Israel 1.15%
Greater Asia 19.21%
Japan 12.58%
0.00%
4.07%
Hong Kong 1.87%
South Korea 2.20%
2.56%
India 1.07%
Indonesia 0.87%
Thailand 0.62%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
49.91%
Materials
2.27%
Consumer Discretionary
9.07%
Financials
38.56%
Real Estate
0.00%
Sensitive
27.24%
Communication Services
1.94%
Energy
4.84%
Industrials
13.43%
Information Technology
7.03%
Defensive
21.29%
Consumer Staples
9.25%
Health Care
12.04%
Utilities
0.00%
Not Classified
1.56%
Non Classified Equity
1.56%
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