Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.48%
Stock 99.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 0.00%
Mid 4.79%
Small 95.21%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 93.74%
91.39%
Canada 3.73%
United States 87.65%
2.35%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.26%
United Kingdom 2.25%
2.01%
Switzerland 2.01%
0.00%
2.00%
Israel 2.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
40.19%
Materials
6.29%
Consumer Discretionary
12.09%
Financials
20.71%
Real Estate
1.10%
Sensitive
42.89%
Communication Services
1.36%
Energy
2.25%
Industrials
24.30%
Information Technology
14.99%
Defensive
15.43%
Consumer Staples
4.74%
Health Care
10.16%
Utilities
0.52%
Not Classified
1.49%
Non Classified Equity
1.49%
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