Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.18%
Stock 96.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.56%
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Market Capitalization

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

% Developed Markets: 99.87%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.13%

Americas 97.53%
94.10%
Canada 7.45%
United States 86.65%
3.43%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.92%
United Kingdom 0.00%
0.92%
France 0.79%
Ireland 0.14%
0.00%
0.00%
Greater Asia 1.42%
Japan 0.00%
0.00%
1.42%
Taiwan 1.42%
0.00%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
41.31%
Materials
0.14%
Consumer Discretionary
13.60%
Financials
27.57%
Real Estate
0.00%
Sensitive
48.56%
Communication Services
21.96%
Energy
0.00%
Industrials
9.14%
Information Technology
17.46%
Defensive
10.13%
Consumer Staples
0.00%
Health Care
10.13%
Utilities
0.00%
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