Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.64%
Stock 97.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.49%
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Market Capitalization

As of April 30, 2026
Large 28.66%
Mid 34.36%
Small 36.98%
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Region Exposure

% Developed Markets: 82.92%    % Emerging Markets: 16.54%    % Unidentified Markets: 0.54%

Americas 8.99%
1.59%
Canada 1.59%
7.40%
Mexico 7.40%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 70.19%
United Kingdom 19.57%
47.15%
Austria 3.95%
Finland 0.86%
France 15.24%
Germany 6.56%
Ireland 4.98%
Netherlands 4.05%
Portugal 3.63%
Spain 4.19%
Sweden 3.16%
Switzerland 0.52%
0.00%
3.48%
Israel 3.48%
Greater Asia 20.28%
Japan 6.77%
0.00%
7.31%
Hong Kong 3.47%
Singapore 3.84%
6.20%
China 2.98%
India 3.22%
Unidentified Region 0.54%

Stock Sector Exposure

Cyclical
41.35%
Materials
10.31%
Consumer Discretionary
24.07%
Financials
6.98%
Real Estate
0.00%
Sensitive
31.60%
Communication Services
3.29%
Energy
3.71%
Industrials
11.41%
Information Technology
13.19%
Defensive
27.05%
Consumer Staples
13.60%
Health Care
12.95%
Utilities
0.49%
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