Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.33%
Stock 96.10%
Bond 0.12%
Convertible 0.00%
Preferred 3.25%
Other 0.20%
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Market Capitalization

As of April 30, 2026
Large 80.32%
Mid 12.32%
Small 7.36%
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Region Exposure

% Developed Markets: 94.62%    % Emerging Markets: 0.10%    % Unidentified Markets: 5.28%

Americas 73.90%
73.90%
Canada 8.73%
United States 65.17%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.65%
United Kingdom 0.40%
3.94%
Austria 0.04%
Finland 2.17%
France 0.08%
Greece 0.41%
Italy 0.42%
Netherlands 0.32%
Norway 0.00%
Sweden 0.00%
Switzerland 0.50%
0.05%
Poland 0.05%
1.26%
Israel 1.26%
Greater Asia 15.17%
Japan 2.41%
0.00%
Australia 0.00%
12.71%
Hong Kong 0.61%
Singapore 2.63%
South Korea 4.75%
Taiwan 4.72%
0.05%
China 0.05%
India 0.00%
Unidentified Region 5.28%

Stock Sector Exposure

Cyclical
18.95%
Materials
3.39%
Consumer Discretionary
12.77%
Financials
2.71%
Real Estate
0.09%
Sensitive
70.60%
Communication Services
14.52%
Energy
1.90%
Industrials
2.13%
Information Technology
52.04%
Defensive
4.12%
Consumer Staples
0.81%
Health Care
3.31%
Utilities
0.00%
Not Classified
6.33%
Non Classified Equity
5.96%
Not Classified - Non Equity
0.37%
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