Asset Allocation

As of April 30, 2026.
Type % Net
Cash 7.48%
Stock 97.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -5.35%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 38.50%
Mid 41.79%
Small 19.72%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 105.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -5.05%

Americas 105.1%
105.1%
Canada 0.14%
United States 104.9%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -5.05%

Stock Sector Exposure

Cyclical
21.03%
Materials
0.00%
Consumer Discretionary
20.20%
Financials
0.83%
Real Estate
0.00%
Sensitive
65.88%
Communication Services
8.07%
Energy
0.00%
Industrials
0.00%
Information Technology
57.81%
Defensive
3.63%
Consumer Staples
0.00%
Health Care
3.63%
Utilities
0.00%
Not Classified
9.47%
Non Classified Equity
9.47%
As of April 30, 2026
View Region Exposure
Start Trial

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