Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.54%
Stock 98.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.55%
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Market Capitalization

As of April 30, 2026
Large 90.33%
Mid 7.09%
Small 2.58%
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Region Exposure

% Developed Markets: 93.74%    % Emerging Markets: 5.18%    % Unidentified Markets: 1.08%

Americas 60.62%
57.09%
Canada 2.83%
United States 54.26%
3.54%
Brazil 0.74%
Mexico 1.87%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.83%
United Kingdom 7.17%
11.66%
Denmark 0.01%
Finland 1.20%
France 2.91%
Germany 5.42%
Italy 0.88%
Netherlands 1.24%
0.00%
0.00%
Greater Asia 19.47%
Japan 9.18%
0.00%
8.65%
Hong Kong 1.62%
South Korea 2.96%
Taiwan 4.06%
1.65%
China 1.65%
Unidentified Region 1.08%

Stock Sector Exposure

Cyclical
35.46%
Materials
5.36%
Consumer Discretionary
16.16%
Financials
13.93%
Real Estate
0.00%
Sensitive
49.03%
Communication Services
8.84%
Energy
3.77%
Industrials
9.55%
Information Technology
26.88%
Defensive
15.51%
Consumer Staples
4.63%
Health Care
8.02%
Utilities
2.86%
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