Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.32%
Stock 95.21%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.48%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 4.42%
Mid 41.73%
Small 53.85%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.87%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.13%

Americas 0.57%
0.00%
United States 0.00%
0.57%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.19%
United Kingdom 12.33%
43.86%
Austria 0.61%
Belgium 1.83%
Denmark 1.64%
Finland 0.74%
France 8.29%
Germany 5.08%
Greece 1.64%
Ireland 3.93%
Italy 2.65%
Netherlands 5.17%
Norway 4.93%
Spain 2.57%
Sweden 2.63%
Switzerland 2.15%
0.00%
0.00%
Greater Asia 42.12%
Japan 31.67%
5.16%
Australia 5.16%
5.28%
Hong Kong 0.44%
Singapore 1.68%
South Korea 3.17%
0.00%
Unidentified Region 1.13%

Stock Sector Exposure

Cyclical
36.72%
Materials
5.17%
Consumer Discretionary
12.10%
Financials
16.81%
Real Estate
2.63%
Sensitive
53.57%
Communication Services
6.46%
Energy
6.16%
Industrials
27.22%
Information Technology
13.73%
Defensive
9.35%
Consumer Staples
5.24%
Health Care
4.11%
Utilities
0.00%
Not Classified
0.36%
Non Classified Equity
0.36%
Not Classified - Non 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