Asset Allocation

As of April 30, 2026.
Type % Net
Cash 4.13%
Stock 94.95%
Bond 0.00%
Convertible 0.00%
Preferred 0.93%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 81.19%
Mid 17.08%
Small 1.73%
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Region Exposure

% Developed Markets: 97.53%    % Emerging Markets: 2.43%    % Unidentified Markets: 0.04%

Americas 5.01%
4.08%
Canada 4.05%
United States 0.03%
0.93%
Brazil 0.93%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 69.34%
United Kingdom 24.66%
43.48%
Austria 1.52%
Belgium 1.42%
Denmark 2.09%
France 7.89%
Germany 5.64%
Greece 2.09%
Ireland 4.40%
Italy 3.19%
Netherlands 5.97%
Spain 4.61%
Switzerland 4.67%
0.00%
1.20%
Israel 1.20%
Greater Asia 25.61%
Japan 18.61%
0.00%
5.50%
Hong Kong 3.32%
Taiwan 2.18%
1.50%
China 0.00%
India 1.50%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
50.04%
Materials
8.52%
Consumer Discretionary
10.95%
Financials
29.60%
Real Estate
0.97%
Sensitive
39.63%
Communication Services
2.39%
Energy
1.90%
Industrials
22.84%
Information Technology
12.50%
Defensive
10.34%
Consumer Staples
3.09%
Health Care
3.78%
Utilities
3.47%
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