Asset Allocation

As of April 30, 2025.
Type % Net
Cash 4.57%
Stock 95.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of April 30, 2025
Large 68.92%
Mid 22.52%
Small 8.56%
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Region Exposure

% Developed Markets: 99.78%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.22%

Americas 35.40%
35.40%
Canada 4.53%
United States 30.88%
0.00%
As of April 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.86%
United Kingdom 9.78%
34.07%
Denmark 3.59%
Finland 8.71%
France 5.39%
Germany 2.61%
Ireland 2.23%
Norway 1.57%
Sweden 0.92%
Switzerland 6.23%
0.00%
0.00%
Greater Asia 20.52%
Japan 12.66%
0.00%
7.86%
Hong Kong 3.08%
Singapore 4.78%
0.00%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
50.49%
Materials
10.41%
Consumer Discretionary
15.49%
Financials
24.59%
Real Estate
0.00%
Sensitive
38.47%
Communication Services
2.12%
Energy
3.87%
Industrials
21.49%
Information Technology
10.99%
Defensive
11.04%
Consumer Staples
3.15%
Health Care
7.89%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of April 30, 2025
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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