Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.50%
Stock 94.41%
Bond 2.57%
Convertible 0.00%
Preferred 0.00%
Other 0.53%
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Market Capitalization

As of April 30, 2026
Large 78.54%
Mid 16.14%
Small 5.33%
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Region Exposure

% Developed Markets: 87.61%    % Emerging Markets: 9.50%    % Unidentified Markets: 2.89%

Americas 31.69%
22.87%
Canada 16.40%
United States 6.47%
8.82%
Brazil 6.84%
Mexico 1.98%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.46%
United Kingdom 12.45%
37.01%
Denmark 0.51%
Finland 3.59%
France 8.34%
Germany 2.16%
Ireland 1.43%
Italy 3.77%
Netherlands 1.44%
Norway 5.67%
Spain 6.60%
Sweden 0.69%
Switzerland 2.81%
0.00%
0.00%
Greater Asia 15.96%
Japan 0.00%
5.07%
Australia 4.51%
10.22%
Hong Kong 1.09%
Singapore 3.90%
South Korea 5.23%
0.67%
Indonesia 0.67%
Unidentified Region 2.89%

Stock Sector Exposure

Cyclical
32.06%
Materials
18.98%
Consumer Discretionary
2.65%
Financials
8.12%
Real Estate
2.31%
Sensitive
34.80%
Communication Services
14.08%
Energy
12.04%
Industrials
1.08%
Information Technology
7.61%
Defensive
28.05%
Consumer Staples
8.57%
Health Care
7.19%
Utilities
12.28%
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