Asset Allocation

As of April 30, 2026.
Type % Net
Cash -0.46%
Stock 99.58%
Bond 0.88%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 86.99%
Mid 11.59%
Small 1.42%
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Region Exposure

% Developed Markets: 99.12%    % Emerging Markets: 0.11%    % Unidentified Markets: 0.77%

Americas 0.80%
0.80%
Canada -0.35%
United States 1.15%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.56%
United Kingdom 15.83%
48.74%
Denmark 0.89%
Finland 1.07%
France 8.11%
Germany 6.62%
Ireland 5.20%
Italy 4.10%
Netherlands 6.81%
Norway 2.88%
Spain 4.26%
Sweden 1.06%
Switzerland 7.74%
0.00%
0.00%
Greater Asia 33.87%
Japan 25.48%
3.89%
Australia 3.89%
4.39%
Hong Kong 2.37%
Singapore 2.02%
0.11%
Indonesia 0.11%
Unidentified Region 0.77%

Stock Sector Exposure

Cyclical
46.10%
Materials
7.46%
Consumer Discretionary
8.17%
Financials
28.09%
Real Estate
2.38%
Sensitive
30.99%
Communication Services
2.31%
Energy
6.48%
Industrials
19.46%
Information Technology
2.73%
Defensive
22.91%
Consumer Staples
6.85%
Health Care
9.22%
Utilities
6.83%
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