Asset Allocation

As of April 30, 2026.
Type % Net
Cash 4.06%
Stock 95.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 71.73%
Mid 26.55%
Small 1.72%
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Region Exposure

% Developed Markets: 99.40%    % Emerging Markets: 0.47%    % Unidentified Markets: 0.12%

Americas 14.75%
13.64%
Canada 8.19%
United States 5.45%
1.12%
Brazil 0.47%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.69%
United Kingdom 13.84%
51.38%
Denmark 0.73%
France 12.84%
Germany 7.67%
Greece 0.49%
Ireland 7.20%
Italy 0.42%
Netherlands 2.93%
Norway 1.42%
Spain 2.62%
Sweden 2.23%
Switzerland 10.74%
0.00%
0.47%
Israel 0.47%
Greater Asia 19.44%
Japan 13.79%
1.22%
Australia 1.22%
4.43%
South Korea 0.81%
Taiwan 3.62%
0.00%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
44.88%
Materials
19.92%
Consumer Discretionary
1.85%
Financials
23.12%
Real Estate
0.00%
Sensitive
36.36%
Communication Services
0.00%
Energy
6.03%
Industrials
18.68%
Information Technology
11.65%
Defensive
18.75%
Consumer Staples
6.98%
Health Care
11.78%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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