Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.80%
Stock 98.20%
Bond 0.56%
Convertible 0.00%
Preferred 0.01%
Other 0.44%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 71.31%
Mid 26.32%
Small 2.37%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.13%    % Emerging Markets: 0.83%    % Unidentified Markets: 1.04%

Americas 14.59%
13.76%
Canada 13.20%
United States 0.56%
0.83%
Mexico 0.82%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.29%
United Kingdom 9.99%
45.75%
Austria 0.53%
Belgium 1.01%
Denmark 1.31%
Finland 1.28%
France 6.56%
Germany 8.65%
Ireland 0.52%
Italy 5.30%
Netherlands 3.92%
Norway 1.54%
Portugal 0.45%
Spain 4.86%
Sweden 2.20%
Switzerland 7.23%
0.00%
Czech Republic 0.00%
2.55%
Israel 2.55%
Greater Asia 26.08%
Japan 18.37%
3.20%
Australia 3.19%
4.51%
Hong Kong 3.49%
Singapore 1.02%
0.00%
China 0.00%
Unidentified Region 1.04%

Stock Sector Exposure

Cyclical
49.10%
Materials
5.37%
Consumer Discretionary
8.62%
Financials
34.91%
Real Estate
0.21%
Sensitive
27.34%
Communication Services
2.45%
Energy
2.06%
Industrials
14.44%
Information Technology
8.38%
Defensive
20.66%
Consumer Staples
9.82%
Health Care
9.37%
Utilities
1.47%
Not Classified
2.90%
Non Classified Equity
1.85%
Not Classified - Non Equity
1.05%
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