Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.12%
Stock 96.84%
Bond 0.24%
Convertible 0.00%
Preferred 1.70%
Other 0.10%
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Market Capitalization

As of April 30, 2026
Large 86.02%
Mid 13.60%
Small 0.38%
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Region Exposure

% Developed Markets: 98.01%    % Emerging Markets: 0.77%    % Unidentified Markets: 1.22%

Americas 3.50%
2.59%
Canada 0.97%
United States 1.62%
0.90%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.41%
United Kingdom 15.73%
48.68%
Austria 1.69%
Denmark 2.11%
France 7.15%
Germany 5.17%
Greece 1.83%
Ireland 4.25%
Italy 2.98%
Netherlands 8.33%
Portugal 1.95%
Spain 3.89%
Switzerland 9.33%
0.00%
0.00%
Greater Asia 30.87%
Japan 19.94%
2.44%
Australia 2.44%
7.72%
Hong Kong 4.24%
South Korea 1.70%
Taiwan 1.79%
0.77%
Indonesia 0.77%
Unidentified Region 1.22%

Stock Sector Exposure

Cyclical
34.73%
Materials
8.75%
Consumer Discretionary
5.10%
Financials
20.88%
Real Estate
0.00%
Sensitive
39.33%
Communication Services
1.42%
Energy
5.20%
Industrials
21.55%
Information Technology
11.17%
Defensive
25.94%
Consumer Staples
8.48%
Health Care
12.76%
Utilities
4.70%
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