Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.22%
Stock 98.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.79%
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Market Capitalization

As of April 30, 2026
Large 75.36%
Mid 16.87%
Small 7.77%
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Region Exposure

% Developed Markets: 96.71%    % Emerging Markets: 2.46%    % Unidentified Markets: 0.83%

Americas 23.35%
23.35%
Canada 0.17%
United States 23.18%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.88%
United Kingdom 16.02%
27.86%
Denmark 2.70%
Finland 8.68%
France 3.22%
Germany 1.85%
Ireland 2.95%
Norway 0.00%
Switzerland 3.46%
0.00%
0.00%
Greater Asia 31.94%
Japan 13.98%
0.00%
15.50%
Hong Kong 5.09%
Singapore 2.19%
South Korea 5.04%
Taiwan 3.18%
2.46%
China 2.46%
Unidentified Region 0.83%

Stock Sector Exposure

Cyclical
42.60%
Materials
11.31%
Consumer Discretionary
10.85%
Financials
20.43%
Real Estate
0.00%
Sensitive
47.16%
Communication Services
6.15%
Energy
1.17%
Industrials
20.43%
Information Technology
19.41%
Defensive
10.24%
Consumer Staples
0.00%
Health Care
10.24%
Utilities
0.00%
Not Classified
0.00%
Non Classified 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