Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.97%
Stock 96.35%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.68%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 0.81%
Mid 24.16%
Small 75.03%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.36%    % Emerging Markets: 2.29%    % Unidentified Markets: 0.35%

Americas 55.05%
52.70%
Canada 6.45%
United States 46.26%
2.35%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.84%
United Kingdom 15.08%
23.43%
Denmark 0.02%
France 2.09%
Germany 3.32%
Ireland 2.51%
Italy 4.30%
Netherlands 4.00%
Norway 2.63%
Sweden 4.56%
Switzerland 0.01%
1.33%
0.00%
Greater Asia 4.75%
Japan 4.75%
0.00%
0.00%
0.00%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
27.68%
Materials
6.98%
Consumer Discretionary
2.61%
Financials
13.81%
Real Estate
4.27%
Sensitive
59.92%
Communication Services
7.14%
Energy
3.87%
Industrials
29.75%
Information Technology
19.16%
Defensive
12.40%
Consumer Staples
2.29%
Health Care
10.12%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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