Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.50%
Stock 96.32%
Bond 0.51%
Convertible 0.00%
Preferred 2.68%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 67.52%
Mid 19.29%
Small 13.19%
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Region Exposure

% Developed Markets: 90.30%    % Emerging Markets: 9.27%    % Unidentified Markets: 0.43%

Americas 18.31%
13.27%
Canada 11.84%
United States 1.43%
5.04%
Brazil 2.68%
Mexico 2.36%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.58%
United Kingdom 25.54%
25.05%
Austria 1.00%
France 4.67%
Germany 3.12%
Ireland 3.08%
Netherlands 0.39%
Switzerland 9.86%
0.00%
0.00%
Greater Asia 30.67%
Japan 9.24%
2.40%
Australia 2.40%
16.17%
Hong Kong 1.77%
Singapore 2.70%
South Korea 5.04%
Taiwan 6.65%
2.87%
China 1.89%
India 0.98%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
27.09%
Materials
6.93%
Consumer Discretionary
6.78%
Financials
13.38%
Real Estate
0.00%
Sensitive
46.25%
Communication Services
2.88%
Energy
8.53%
Industrials
24.44%
Information Technology
10.41%
Defensive
24.30%
Consumer Staples
14.29%
Health Care
7.51%
Utilities
2.51%
Not Classified
2.36%
Non Classified Equity
1.36%
Not Classified - Non Equity
1.00%
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