Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.30%
Stock 95.77%
Bond 2.46%
Convertible 0.00%
Preferred 0.43%
Other 0.04%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 86.24%
Mid 9.03%
Small 4.73%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.94%    % Emerging Markets: 4.22%    % Unidentified Markets: 1.84%

Americas 64.18%
63.49%
Canada 1.56%
United States 61.92%
0.69%
Brazil 0.69%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.88%
United Kingdom 2.80%
11.08%
Denmark 1.17%
Germany 2.41%
Ireland 1.65%
Italy 1.24%
Netherlands 1.56%
Spain 2.10%
Sweden 0.97%
0.00%
0.00%
Greater Asia 20.10%
Japan 4.36%
0.80%
Australia 0.80%
11.41%
Singapore 2.29%
South Korea 4.38%
Taiwan 4.74%
3.53%
China 3.53%
Unidentified Region 1.84%

Stock Sector Exposure

Cyclical
23.38%
Materials
1.65%
Consumer Discretionary
6.68%
Financials
15.05%
Real Estate
0.00%
Sensitive
65.83%
Communication Services
8.86%
Energy
4.67%
Industrials
16.56%
Information Technology
35.75%
Defensive
6.45%
Consumer Staples
1.39%
Health Care
5.06%
Utilities
0.00%
Not Classified
4.33%
Non Classified Equity
0.57%
Not Classified - Non Equity
3.76%
As of April 30, 2026
View Region Exposure
Start Trial

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