Asset Allocation

As of April 30, 2026.
Type % Net
Cash 3.44%
Stock 96.16%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.40%
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Market Capitalization

As of April 30, 2026
Large 92.40%
Mid 7.46%
Small 0.14%
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Region Exposure

% Developed Markets: 99.54%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.46%

Americas 3.19%
3.19%
Canada 3.19%
United States 0.00%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 71.23%
United Kingdom 17.88%
53.35%
Austria 2.29%
Belgium 2.55%
Denmark 1.18%
Finland 2.98%
France 6.96%
Germany 14.03%
Ireland 0.66%
Italy 4.46%
Netherlands 7.66%
Norway 1.13%
Spain 3.79%
Sweden 0.98%
Switzerland 4.67%
0.00%
0.00%
Greater Asia 25.12%
Japan 23.90%
0.74%
Australia 0.74%
0.48%
Taiwan 0.48%
0.00%
Unidentified Region 0.46%

Stock Sector Exposure

Cyclical
34.47%
Materials
4.78%
Consumer Discretionary
8.28%
Financials
21.42%
Real Estate
0.00%
Sensitive
49.96%
Communication Services
1.54%
Energy
5.70%
Industrials
27.74%
Information Technology
14.97%
Defensive
15.39%
Consumer Staples
1.72%
Health Care
8.27%
Utilities
5.40%
Not Classified
0.18%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.18%
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