Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.36%
Stock 95.95%
Bond 2.22%
Convertible 0.00%
Preferred 0.03%
Other 0.44%
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Market Capitalization

As of April 30, 2026
Large 83.56%
Mid 12.98%
Small 3.46%
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Region Exposure

% Developed Markets: 87.61%    % Emerging Markets: 11.01%    % Unidentified Markets: 1.38%

Americas 15.97%
11.64%
Canada 8.29%
United States 3.35%
4.34%
Brazil 2.86%
Mexico 0.36%
Peru 1.12%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 47.09%
United Kingdom 14.87%
30.04%
Austria 1.38%
Denmark 1.06%
Finland 0.36%
France 4.82%
Germany 3.73%
Greece 1.62%
Ireland 4.24%
Italy 2.29%
Netherlands 6.15%
Spain 0.47%
Sweden 1.21%
Switzerland 1.18%
0.06%
Czech Republic 0.06%
2.13%
Israel 1.45%
South Africa 0.68%
Greater Asia 35.56%
Japan 12.86%
0.73%
Australia 0.73%
16.04%
Hong Kong 3.13%
Singapore 2.52%
South Korea 3.98%
Taiwan 6.40%
5.93%
China 4.18%
India 1.50%
Indonesia 0.26%
Unidentified Region 1.38%

Stock Sector Exposure

Cyclical
37.06%
Materials
7.92%
Consumer Discretionary
9.12%
Financials
20.02%
Real Estate
0.00%
Sensitive
43.34%
Communication Services
6.75%
Energy
3.19%
Industrials
14.12%
Information Technology
19.28%
Defensive
13.83%
Consumer Staples
4.13%
Health Care
9.71%
Utilities
0.00%
Not Classified
5.77%
Non Classified Equity
2.53%
Not Classified - Non Equity
3.24%
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