Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.84%
Stock 95.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.63%
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Market Capitalization

As of April 30, 2026
Large 76.28%
Mid 11.72%
Small 12.00%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.05%

Americas 87.58%
84.89%
Canada 37.13%
United States 47.76%
2.69%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.48%
United Kingdom 2.43%
10.04%
France 2.34%
Germany 1.69%
Ireland 6.01%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.05%

Stock Sector Exposure

Cyclical
41.22%
Materials
10.83%
Consumer Discretionary
0.00%
Financials
23.71%
Real Estate
6.67%
Sensitive
40.36%
Communication Services
4.26%
Energy
0.00%
Industrials
22.32%
Information Technology
13.78%
Defensive
18.42%
Consumer Staples
1.73%
Health Care
8.31%
Utilities
8.38%
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