Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.96%
Stock 96.43%
Bond 0.00%
Convertible 0.00%
Preferred 1.62%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 78.83%
Mid 13.58%
Small 7.60%
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Region Exposure

% Developed Markets: 90.88%    % Emerging Markets: 8.72%    % Unidentified Markets: 0.41%

Americas 10.46%
6.39%
Canada 2.17%
United States 4.22%
4.07%
Brazil 1.61%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.85%
United Kingdom 4.66%
50.78%
Denmark 6.11%
France 9.49%
Germany 3.96%
Ireland 0.95%
Italy 5.13%
Netherlands 10.41%
Sweden 3.77%
Switzerland 6.49%
0.43%
0.97%
Israel 0.97%
Greater Asia 32.28%
Japan 12.04%
3.65%
Australia 2.98%
12.38%
Hong Kong 3.49%
Singapore 1.61%
South Korea 1.31%
Taiwan 5.97%
4.21%
China 3.85%
India 0.37%
Unidentified Region 0.41%

Stock Sector Exposure

Cyclical
30.64%
Materials
3.26%
Consumer Discretionary
15.66%
Financials
11.73%
Real Estate
0.00%
Sensitive
49.45%
Communication Services
5.25%
Energy
1.12%
Industrials
13.06%
Information Technology
30.01%
Defensive
17.74%
Consumer Staples
4.07%
Health Care
13.67%
Utilities
0.00%
Not Classified
2.17%
Non Classified Equity
2.17%
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