Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.30%
Stock 99.18%
Bond 0.39%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of April 30, 2026
Large 73.75%
Mid 14.62%
Small 11.64%
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Region Exposure

% Developed Markets: 99.02%    % Emerging Markets: 0.56%    % Unidentified Markets: 0.42%

Americas 58.92%
57.86%
Canada 0.62%
United States 57.24%
1.06%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.01%
United Kingdom 7.03%
19.98%
Austria 0.38%
Belgium 1.92%
Denmark 1.33%
Finland 0.88%
France 3.92%
Germany 2.17%
Greece 0.81%
Italy 1.81%
Netherlands 2.35%
Spain 0.66%
Sweden 0.26%
Switzerland 3.50%
0.00%
0.00%
Greater Asia 13.65%
Japan 6.67%
0.00%
6.42%
Hong Kong 4.28%
Taiwan 2.13%
0.56%
China 0.56%
Unidentified Region 0.42%

Stock Sector Exposure

Cyclical
28.75%
Materials
0.56%
Consumer Discretionary
11.17%
Financials
14.18%
Real Estate
2.83%
Sensitive
20.69%
Communication Services
0.61%
Energy
0.00%
Industrials
5.14%
Information Technology
14.93%
Defensive
49.96%
Consumer Staples
12.19%
Health Care
34.93%
Utilities
2.84%
Not Classified
0.60%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.60%
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