Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.03%
Stock 96.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.65%
Other 0.74%
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Market Capitalization

As of April 30, 2026
Large 14.17%
Mid 33.85%
Small 51.98%
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Region Exposure

% Developed Markets: 91.57%    % Emerging Markets: 5.01%    % Unidentified Markets: 3.42%

Americas 33.15%
31.45%
Canada 3.48%
United States 27.97%
1.70%
Mexico 1.70%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.52%
United Kingdom 10.53%
23.26%
Belgium 1.28%
France 1.45%
Germany 1.04%
Italy 4.00%
Netherlands 1.91%
Sweden 10.24%
Switzerland 2.00%
0.00%
-0.27%
Israel -0.27%
Greater Asia 29.91%
Japan 11.13%
2.28%
Australia 2.28%
13.19%
South Korea 7.44%
Taiwan 5.75%
3.31%
China 2.51%
India 0.80%
Unidentified Region 3.42%

Stock Sector Exposure

Cyclical
13.67%
Materials
0.83%
Consumer Discretionary
3.41%
Financials
8.44%
Real Estate
0.99%
Sensitive
70.13%
Communication Services
0.54%
Energy
1.70%
Industrials
47.32%
Information Technology
20.57%
Defensive
14.84%
Consumer Staples
0.74%
Health Care
14.10%
Utilities
0.00%
Not Classified
0.66%
Non Classified Equity
0.66%
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