Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.24%
Stock 92.39%
Bond 3.80%
Convertible 0.00%
Preferred 0.00%
Other 3.56%
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Market Capitalization

As of April 30, 2026
Large 75.77%
Mid 15.09%
Small 9.14%
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Region Exposure

% Developed Markets: 99.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.02%

Americas 92.79%
89.23%
Canada 73.43%
United States 15.80%
3.56%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.34%
United Kingdom 1.41%
4.93%
Finland 0.49%
France 0.85%
Germany 1.62%
Italy 0.55%
Netherlands 0.86%
Spain 0.56%
0.00%
0.00%
Greater Asia 0.85%
Japan 0.85%
0.00%
0.00%
0.00%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
42.95%
Materials
2.71%
Consumer Discretionary
5.52%
Financials
30.85%
Real Estate
3.86%
Sensitive
35.23%
Communication Services
9.16%
Energy
11.17%
Industrials
7.99%
Information Technology
6.91%
Defensive
19.17%
Consumer Staples
10.83%
Health Care
4.30%
Utilities
4.04%
Not Classified
2.66%
Non Classified Equity
2.66%
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