Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.56%
Stock 97.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.04%
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Market Capitalization

As of April 30, 2026
Large 46.67%
Mid 26.31%
Small 27.02%
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Region Exposure

% Developed Markets: 91.77%    % Emerging Markets: 6.67%    % Unidentified Markets: 1.56%

Americas 72.04%
71.32%
Canada 24.44%
United States 46.89%
0.72%
Brazil 0.72%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.67%
United Kingdom 6.60%
13.72%
Belgium 0.70%
France 4.14%
Ireland 1.85%
Netherlands 2.55%
Switzerland 3.32%
0.00%
3.35%
South Africa 3.35%
Greater Asia 2.74%
Japan 0.00%
1.26%
Australia 1.26%
0.00%
1.48%
China 1.48%
Unidentified Region 1.56%

Stock Sector Exposure

Cyclical
53.89%
Materials
52.73%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
1.16%
Sensitive
38.47%
Communication Services
0.00%
Energy
37.50%
Industrials
0.97%
Information Technology
0.00%
Defensive
4.99%
Consumer Staples
4.99%
Health Care
0.00%
Utilities
0.00%
Not Classified
2.65%
Non Classified Equity
2.65%
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