Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.27%
Stock 96.69%
Bond 0.00%
Convertible 0.00%
Preferred 1.00%
Other 0.05%
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Market Capitalization

As of April 30, 2026
Large 71.39%
Mid 25.07%
Small 3.54%
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Region Exposure

% Developed Markets: 93.74%    % Emerging Markets: 6.17%    % Unidentified Markets: 0.08%

Americas 7.71%
4.27%
Canada 2.33%
United States 1.95%
3.44%
Brazil 1.79%
Chile 0.48%
Colombia 0.42%
Mexico 0.53%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.37%
United Kingdom 13.46%
49.53%
Austria 0.77%
Belgium 0.38%
Denmark 1.84%
Finland 1.00%
France 12.35%
Germany 10.07%
Ireland 3.20%
Italy 2.92%
Netherlands 5.29%
Norway 3.27%
Portugal 0.02%
Spain 2.00%
Sweden 0.07%
Switzerland 5.47%
0.00%
Czech Republic 0.00%
0.38%
Israel 0.38%
Greater Asia 28.83%
Japan 16.19%
0.73%
Australia 0.73%
8.95%
Hong Kong 2.73%
Singapore 1.10%
South Korea 1.90%
Taiwan 3.22%
2.96%
China 2.00%
India 0.46%
Indonesia 0.25%
Thailand 0.24%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
43.90%
Materials
9.08%
Consumer Discretionary
11.06%
Financials
22.95%
Real Estate
0.81%
Sensitive
36.02%
Communication Services
1.82%
Energy
4.56%
Industrials
16.52%
Information Technology
13.13%
Defensive
20.00%
Consumer Staples
5.78%
Health Care
11.66%
Utilities
2.57%
Not Classified
0.07%
Non Classified Equity
0.07%
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