Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.84%
Stock 101.3%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -2.10%
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Market Capitalization

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

% Developed Markets: 100.8%    % Emerging Markets: 1.33%    % Unidentified Markets: -2.16%

Americas 96.72%
95.87%
Canada 27.44%
United States 68.43%
0.85%
Brazil 0.85%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.43%
United Kingdom 2.09%
2.87%
France 0.81%
Ireland 0.44%
Italy 0.82%
Norway 0.80%
0.00%
0.48%
South Africa 0.48%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -2.16%

Stock Sector Exposure

Cyclical
36.43%
Materials
6.92%
Consumer Discretionary
0.00%
Financials
29.50%
Real Estate
0.00%
Sensitive
49.28%
Communication Services
3.01%
Energy
11.21%
Industrials
0.00%
Information Technology
35.06%
Defensive
13.47%
Consumer Staples
0.00%
Health Care
8.80%
Utilities
4.67%
Not Classified
0.81%
Non Classified Equity
0.81%
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