Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.24%
Stock 98.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.07%
Other 0.48%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.51%    % Emerging Markets: 0.01%    % Unidentified Markets: 0.48%

Americas 69.70%
69.60%
Canada 1.39%
United States 68.21%
0.10%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.18%
United Kingdom 4.57%
15.53%
Austria 0.18%
Belgium 0.06%
Denmark 0.47%
Finland 0.34%
France 3.03%
Germany 2.93%
Ireland 0.65%
Italy 0.61%
Netherlands 2.06%
Norway 0.18%
Portugal 0.18%
Spain 0.83%
Sweden 0.78%
Switzerland 3.04%
0.00%
0.08%
Israel 0.08%
Greater Asia 9.64%
Japan 6.68%
2.03%
Australia 1.99%
0.92%
Hong Kong 0.62%
Singapore 0.30%
0.01%
China 0.01%
Unidentified Region 0.48%

Stock Sector Exposure

Cyclical
31.69%
Materials
3.34%
Consumer Discretionary
10.43%
Financials
16.21%
Real Estate
1.71%
Sensitive
52.13%
Communication Services
8.21%
Energy
3.79%
Industrials
11.84%
Information Technology
28.29%
Defensive
16.11%
Consumer Staples
4.65%
Health Care
9.92%
Utilities
1.54%
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