Asset Allocation

As of April 30, 2026.
Type % Net
Cash 3.04%
Stock 92.78%
Bond 3.11%
Convertible 0.00%
Preferred 2.49%
Other -1.42%
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Market Capitalization

As of April 30, 2026
Large 85.32%
Mid 10.39%
Small 4.30%
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Region Exposure

% Developed Markets: 93.55%    % Emerging Markets: 4.46%    % Unidentified Markets: 1.99%

Americas 58.77%
56.75%
Canada 3.15%
United States 53.60%
2.01%
Brazil 2.01%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.40%
United Kingdom 5.92%
16.49%
France 3.66%
Germany 2.78%
Ireland 1.00%
Italy 4.59%
Switzerland 4.45%
0.00%
0.00%
Greater Asia 16.84%
Japan 11.32%
0.00%
3.07%
South Korea 3.07%
2.44%
China 2.44%
Unidentified Region 1.99%

Stock Sector Exposure

Cyclical
29.31%
Materials
3.16%
Consumer Discretionary
10.27%
Financials
14.39%
Real Estate
1.50%
Sensitive
50.60%
Communication Services
6.04%
Energy
7.33%
Industrials
13.70%
Information Technology
23.53%
Defensive
13.36%
Consumer Staples
1.61%
Health Care
7.13%
Utilities
4.62%
Not Classified
6.73%
Non Classified Equity
0.81%
Not Classified - Non Equity
5.92%
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