Asset Allocation

As of April 30, 2026.
Type % Net
Cash 21.77%
Stock 77.30%
Bond 0.28%
Convertible 0.00%
Preferred 0.30%
Other 0.34%
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Market Capitalization

As of April 30, 2026
Large 79.39%
Mid 15.37%
Small 5.24%
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Region Exposure

% Developed Markets: 69.23%    % Emerging Markets: 9.15%    % Unidentified Markets: 21.62%

Americas 8.45%
6.72%
Canada 6.25%
United States 0.46%
1.74%
Brazil 0.72%
Mexico 0.25%
Peru 0.10%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.15%
United Kingdom 9.15%
28.44%
Austria 0.35%
Belgium 0.74%
Denmark 1.21%
Finland 0.66%
France 3.53%
Germany 4.43%
Greece 0.08%
Ireland 1.67%
Italy 1.82%
Netherlands 4.52%
Norway 0.86%
Portugal 0.07%
Spain 1.31%
Sweden 2.14%
Switzerland 4.83%
0.84%
Czech Republic 0.02%
Poland 0.81%
2.72%
Israel 1.00%
Qatar 0.05%
Saudi Arabia 0.29%
South Africa 0.64%
United Arab Emirates 0.62%
Greater Asia 28.78%
Japan 7.76%
0.84%
Australia 0.84%
14.07%
Hong Kong 1.97%
Singapore 0.80%
South Korea 4.36%
Taiwan 6.94%
6.10%
China 4.42%
India 0.88%
Indonesia 0.08%
Malaysia 0.06%
Philippines 0.02%
Thailand 0.66%
Unidentified Region 21.62%

Stock Sector Exposure

Cyclical
32.88%
Materials
4.04%
Consumer Discretionary
5.15%
Financials
22.70%
Real Estate
0.99%
Sensitive
47.71%
Communication Services
6.42%
Energy
5.95%
Industrials
13.07%
Information Technology
22.28%
Defensive
17.29%
Consumer Staples
5.01%
Health Care
10.39%
Utilities
1.89%
Not Classified
2.12%
Non Classified Equity
1.43%
Not Classified - Non Equity
0.69%
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