Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.00%
Stock 97.29%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.71%
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Market Capitalization

As of April 30, 2026
Large 14.65%
Mid 27.95%
Small 57.40%
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Region Exposure

% Developed Markets: 95.43%    % Emerging Markets: 1.86%    % Unidentified Markets: 2.71%

Americas 92.66%
91.84%
Canada 3.30%
United States 88.54%
0.82%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.77%
United Kingdom 0.00%
2.77%
Ireland 2.77%
0.00%
0.00%
Greater Asia 1.86%
Japan 0.00%
0.00%
0.00%
1.86%
China 1.86%
Unidentified Region 2.71%

Stock Sector Exposure

Cyclical
50.18%
Materials
15.06%
Consumer Discretionary
6.84%
Financials
22.62%
Real Estate
5.66%
Sensitive
37.83%
Communication Services
1.50%
Energy
10.39%
Industrials
11.72%
Information Technology
14.21%
Defensive
11.99%
Consumer Staples
3.02%
Health Care
6.23%
Utilities
2.75%
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