Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.01%
Stock 99.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 72.22%
Mid 22.77%
Small 5.01%
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Region Exposure

% Developed Markets: 98.83%    % Emerging Markets: 0.10%    % Unidentified Markets: 1.07%

Americas 75.63%
75.53%
Canada 1.30%
United States 74.23%
0.10%
Brazil 0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.45%
United Kingdom 2.97%
13.41%
Belgium 0.09%
Denmark 0.01%
Finland 1.02%
France 0.05%
Germany 1.04%
Italy 2.15%
Netherlands 1.27%
Norway 0.82%
Spain 2.28%
Sweden 0.91%
Switzerland 3.78%
0.00%
0.07%
Israel 0.07%
Greater Asia 6.85%
Japan 4.85%
0.99%
Australia 0.99%
1.01%
Hong Kong 0.26%
Singapore 0.53%
0.00%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
25.39%
Materials
2.83%
Consumer Discretionary
8.89%
Financials
13.68%
Real Estate
0.00%
Sensitive
58.14%
Communication Services
7.51%
Energy
5.49%
Industrials
12.38%
Information Technology
32.75%
Defensive
16.47%
Consumer Staples
5.08%
Health Care
8.48%
Utilities
2.90%
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