Asset Allocation

As of April 30, 2026.
Type % Net
Cash 5.03%
Stock 80.42%
Bond 0.48%
Convertible 0.00%
Preferred 4.76%
Other 9.32%
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Market Capitalization

As of April 30, 2026
Large 74.37%
Mid 17.49%
Small 8.14%
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Region Exposure

% Developed Markets: 81.64%    % Emerging Markets: 8.97%    % Unidentified Markets: 9.39%

Americas 21.45%
12.36%
Canada 9.07%
United States 3.30%
9.09%
Brazil 2.09%
Chile 0.62%
Mexico 4.21%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.18%
United Kingdom 13.37%
25.69%
Belgium 1.44%
Finland 0.38%
France 7.74%
Germany 3.51%
Netherlands 4.39%
Norway 0.94%
Sweden 2.68%
Switzerland 4.30%
0.28%
Turkey 0.28%
0.84%
Saudi Arabia 0.84%
Greater Asia 28.98%
Japan 14.66%
0.00%
13.41%
Hong Kong 3.18%
Singapore 2.11%
South Korea 6.52%
Taiwan 1.60%
0.92%
Indonesia 0.30%
Thailand 0.62%
Unidentified Region 9.39%

Stock Sector Exposure

Cyclical
39.49%
Materials
9.40%
Consumer Discretionary
11.38%
Financials
16.07%
Real Estate
2.64%
Sensitive
32.18%
Communication Services
0.95%
Energy
7.15%
Industrials
13.51%
Information Technology
10.58%
Defensive
27.34%
Consumer Staples
21.93%
Health Care
5.40%
Utilities
0.00%
Not Classified
0.99%
Non Classified Equity
0.99%
Not Classified - Non 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