Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.71%
Stock 98.08%
Bond 1.02%
Convertible 0.00%
Preferred 0.00%
Other 0.20%
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Market Capitalization

As of April 30, 2026
Large 84.15%
Mid 11.94%
Small 3.91%
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Region Exposure

% Developed Markets: 99.11%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.89%

Americas 55.14%
55.14%
Canada 5.06%
United States 50.09%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.97%
United Kingdom 14.74%
29.23%
France 12.31%
Germany 2.20%
Ireland 4.08%
Netherlands 7.23%
Spain 3.42%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.89%

Stock Sector Exposure

Cyclical
29.32%
Materials
0.00%
Consumer Discretionary
11.22%
Financials
18.10%
Real Estate
0.00%
Sensitive
40.60%
Communication Services
0.74%
Energy
0.00%
Industrials
21.81%
Information Technology
18.06%
Defensive
28.27%
Consumer Staples
7.80%
Health Care
20.48%
Utilities
0.00%
Not Classified
1.80%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.80%
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