Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.65%
Stock 98.04%
Bond 1.24%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of April 30, 2026
Large 57.91%
Mid 27.42%
Small 14.67%
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Region Exposure

% Developed Markets: 90.95%    % Emerging Markets: 8.37%    % Unidentified Markets: 0.69%

Americas 73.50%
69.06%
Canada 20.46%
United States 48.60%
4.44%
Argentina 0.22%
Brazil 4.22%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.73%
United Kingdom 8.59%
6.14%
Finland 2.29%
Norway 1.08%
Portugal 0.50%
Switzerland 2.27%
0.00%
0.00%
Greater Asia 11.08%
Japan 0.77%
6.39%
Australia 6.39%
0.00%
3.93%
China 3.43%
India 0.50%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
47.93%
Materials
47.93%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
36.81%
Communication Services
0.00%
Energy
36.81%
Industrials
0.00%
Information Technology
0.00%
Defensive
11.08%
Consumer Staples
11.08%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.19%
Non Classified Equity
2.30%
Not Classified - Non Equity
1.89%
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