Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.16%
Stock 99.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of April 30, 2026
Large 96.18%
Mid 3.82%
Small 0.00%
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Region Exposure

% Developed Markets: 97.06%    % Emerging Markets: 2.95%    % Unidentified Markets: -0.01%

Americas 0.16%
0.16%
Canada -0.07%
United States 0.23%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 79.79%
United Kingdom 23.16%
56.63%
France 22.73%
Germany 9.78%
Ireland 3.94%
Italy 0.89%
Netherlands 7.75%
Norway 0.71%
Spain 3.47%
Sweden 4.28%
Switzerland 1.24%
0.00%
0.00%
Greater Asia 20.06%
Japan 11.36%
1.47%
Australia 1.47%
4.27%
Taiwan 4.27%
2.95%
India 2.95%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
46.17%
Materials
9.63%
Consumer Discretionary
6.92%
Financials
28.15%
Real Estate
1.47%
Sensitive
41.79%
Communication Services
1.58%
Energy
5.22%
Industrials
20.70%
Information Technology
14.29%
Defensive
12.03%
Consumer Staples
2.58%
Health Care
6.34%
Utilities
3.11%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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