Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.42%
Stock 97.47%
Bond 0.95%
Convertible 0.00%
Preferred 0.00%
Other 1.16%
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Market Capitalization

As of April 30, 2026
Large 91.10%
Mid 7.78%
Small 1.12%
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Region Exposure

% Developed Markets: 97.37%    % Emerging Markets: 0.71%    % Unidentified Markets: 1.91%

Americas 2.02%
2.02%
United States 2.02%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 71.08%
United Kingdom 23.79%
46.46%
Belgium 2.09%
Denmark 0.61%
Finland 2.35%
France 8.93%
Germany 10.91%
Ireland 2.10%
Italy 4.41%
Portugal 0.71%
Spain 4.76%
Sweden 1.81%
Switzerland 7.77%
0.00%
0.83%
Israel 0.56%
South Africa 0.27%
Greater Asia 24.99%
Japan 20.55%
0.41%
Australia 0.41%
3.58%
Hong Kong 1.32%
Singapore 1.81%
South Korea 0.44%
0.45%
India 0.45%
Unidentified Region 1.91%

Stock Sector Exposure

Cyclical
54.44%
Materials
10.81%
Consumer Discretionary
4.76%
Financials
38.04%
Real Estate
0.82%
Sensitive
28.07%
Communication Services
2.51%
Energy
7.66%
Industrials
14.73%
Information Technology
3.17%
Defensive
15.65%
Consumer Staples
4.86%
Health Care
7.06%
Utilities
3.73%
Not Classified
1.85%
Non Classified Equity
0.37%
Not Classified - Non Equity
1.47%
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