Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.02%
Stock 98.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.49%
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Market Capitalization

As of April 30, 2026
Large 0.95%
Mid 9.46%
Small 89.59%
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Region Exposure

% Developed Markets: 98.49%    % Emerging Markets: 0.02%    % Unidentified Markets: 1.49%

Americas 96.01%
94.22%
Canada 0.38%
United States 93.85%
1.78%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.50%
United Kingdom 1.49%
1.01%
Ireland 0.67%
Netherlands 0.05%
Switzerland 0.28%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.49%

Stock Sector Exposure

Cyclical
35.49%
Materials
5.76%
Consumer Discretionary
9.94%
Financials
13.22%
Real Estate
6.58%
Sensitive
44.91%
Communication Services
3.17%
Energy
4.57%
Industrials
21.56%
Information Technology
15.61%
Defensive
17.66%
Consumer Staples
3.54%
Health Care
10.77%
Utilities
3.34%
Not Classified
1.94%
Non Classified Equity
0.48%
Not Classified - Non Equity
1.47%
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