Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.83%
Stock 98.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.12%
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Market Capitalization

As of April 30, 2026
Large 85.13%
Mid 13.20%
Small 1.67%
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Region Exposure

% Developed Markets: 97.25%    % Emerging Markets: 0.80%    % Unidentified Markets: 1.95%

Americas 65.81%
65.80%
Canada 0.00%
United States 65.80%
0.01%
Mexico 0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.27%
United Kingdom 6.33%
14.91%
Austria 0.01%
Belgium 0.02%
Denmark 0.05%
Finland 0.04%
France 4.43%
Germany 3.51%
Ireland 1.91%
Italy 0.09%
Netherlands 0.66%
Norway 0.02%
Portugal 0.01%
Spain 0.77%
Sweden 1.36%
Switzerland 2.03%
0.00%
Czech Republic 0.00%
0.03%
Israel 0.03%
Greater Asia 10.97%
Japan 5.34%
0.19%
Australia 0.18%
4.65%
Hong Kong 0.06%
Singapore 1.70%
Taiwan 2.90%
0.80%
China 0.80%
Unidentified Region 1.95%

Stock Sector Exposure

Cyclical
27.54%
Materials
3.94%
Consumer Discretionary
6.58%
Financials
16.90%
Real Estate
0.12%
Sensitive
51.42%
Communication Services
7.31%
Energy
5.02%
Industrials
13.10%
Information Technology
26.00%
Defensive
21.03%
Consumer Staples
8.06%
Health Care
10.19%
Utilities
2.78%
Not Classified
0.01%
Non Classified Equity
0.01%
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