Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.19%
Stock 97.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.14%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 59.68%
Mid 32.32%
Small 7.99%
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Region Exposure

% Developed Markets: 104.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -4.07%

Americas 65.12%
65.12%
Canada 8.28%
United States 56.83%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.46%
United Kingdom 4.69%
17.52%
Austria 0.28%
Belgium 0.20%
Denmark 0.21%
Finland 0.09%
France 3.31%
Germany 2.20%
Ireland 1.99%
Italy 0.40%
Netherlands 2.09%
Norway 0.23%
Spain 1.57%
Sweden 0.63%
Switzerland 4.33%
0.00%
0.25%
Israel 0.25%
Greater Asia 16.49%
Japan 13.02%
1.95%
Australia 1.83%
1.52%
Hong Kong 1.11%
Singapore 0.41%
0.00%
Unidentified Region -4.07%

Stock Sector Exposure

Cyclical
20.14%
Materials
3.82%
Consumer Discretionary
5.35%
Financials
9.59%
Real Estate
1.38%
Sensitive
40.02%
Communication Services
16.28%
Energy
2.96%
Industrials
11.62%
Information Technology
9.16%
Defensive
39.84%
Consumer Staples
14.44%
Health Care
19.43%
Utilities
5.97%
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