Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.49%
Stock 102.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -2.50%
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Market Capitalization

As of April 30, 2026
Large 84.79%
Mid 12.22%
Small 2.99%
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Region Exposure

% Developed Markets: 80.50%    % Emerging Markets: 22.00%    % Unidentified Markets: -2.50%

Americas 4.81%
-0.02%
United States -0.02%
4.83%
Brazil 1.77%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.45%
United Kingdom 0.00%
0.00%
2.14%
Turkey 0.30%
4.31%
South Africa 3.29%
United Arab Emirates 1.02%
Greater Asia 91.25%
Japan 0.00%
0.00%
76.45%
Hong Kong 1.65%
South Korea 43.96%
Taiwan 30.84%
14.80%
China 6.27%
India 5.47%
Indonesia 0.51%
Philippines 0.70%
Thailand 1.84%
Unidentified Region -2.50%

Stock Sector Exposure

Cyclical
18.23%
Materials
0.40%
Consumer Discretionary
7.53%
Financials
9.11%
Real Estate
1.20%
Sensitive
74.71%
Communication Services
2.35%
Energy
0.21%
Industrials
8.43%
Information Technology
63.72%
Defensive
6.97%
Consumer Staples
2.55%
Health Care
4.09%
Utilities
0.33%
Not Classified
0.09%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.09%
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