Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.22%
Stock 97.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.06%
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Market Capitalization

As of April 30, 2026
Large 6.78%
Mid 44.62%
Small 48.60%
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Region Exposure

% Developed Markets: 94.20%    % Emerging Markets: 4.69%    % Unidentified Markets: 1.12%

Americas 9.03%
5.90%
Canada 4.99%
United States 0.91%
3.13%
Brazil 1.22%
Mexico 0.55%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.35%
United Kingdom 13.09%
25.84%
Austria 2.22%
Belgium 1.94%
Denmark 2.19%
Finland 0.92%
France 2.94%
Germany 1.26%
Greece 1.09%
Ireland 0.89%
Italy 1.95%
Netherlands 4.39%
Norway 0.86%
Portugal 0.00%
Spain 1.04%
Sweden 1.85%
Switzerland 1.75%
0.27%
Poland 0.27%
6.14%
Israel 5.58%
Greater Asia 44.51%
Japan 33.34%
3.69%
Australia 3.69%
5.81%
Hong Kong 2.46%
Singapore 0.56%
Taiwan 2.79%
1.67%
China 1.13%
India 0.54%
Indonesia 0.00%
Unidentified Region 1.12%

Stock Sector Exposure

Cyclical
47.94%
Materials
10.13%
Consumer Discretionary
12.29%
Financials
14.68%
Real Estate
10.84%
Sensitive
41.55%
Communication Services
3.57%
Energy
3.77%
Industrials
21.53%
Information Technology
12.68%
Defensive
10.50%
Consumer Staples
2.58%
Health Care
5.13%
Utilities
2.79%
Not Classified
0.01%
Non Classified Equity
0.01%
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