Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.99%
Stock 99.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.41%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 19.93%
Mid 43.45%
Small 36.62%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.30%    % Emerging Markets: 7.30%    % Unidentified Markets: 0.40%

Americas 13.04%
10.35%
Canada 5.62%
United States 4.73%
2.69%
Mexico 2.69%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.04%
United Kingdom 14.49%
31.55%
Belgium 1.45%
France 2.47%
Germany 3.10%
Italy 4.73%
Netherlands 2.48%
Sweden 11.34%
Switzerland 4.33%
0.00%
0.00%
Greater Asia 40.52%
Japan 13.51%
2.93%
Australia 2.93%
19.47%
South Korea 9.90%
Taiwan 9.56%
4.61%
China 2.49%
India 2.11%
Unidentified Region 0.40%

Stock Sector Exposure

Cyclical
13.96%
Materials
1.96%
Consumer Discretionary
3.87%
Financials
6.16%
Real Estate
1.98%
Sensitive
71.61%
Communication Services
0.59%
Energy
2.05%
Industrials
42.52%
Information Technology
26.45%
Defensive
14.43%
Consumer Staples
2.78%
Health Care
11.65%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of April 30, 2026
View Region Exposure
Start Trial

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