Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.60%
Stock 98.40%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 75.85%
Mid 21.23%
Small 2.92%
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 64.53%
64.53%
Canada 3.38%
United States 61.15%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.99%
United Kingdom 4.18%
16.82%
France 3.80%
Ireland 1.79%
Italy 1.23%
Netherlands 4.98%
Spain 1.91%
Switzerland 3.10%
0.00%
0.00%
Greater Asia 14.45%
Japan 4.92%
0.40%
Australia 0.40%
9.13%
Hong Kong 4.46%
Taiwan 4.67%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
33.53%
Materials
4.43%
Consumer Discretionary
17.95%
Financials
11.15%
Real Estate
0.00%
Sensitive
43.49%
Communication Services
1.09%
Energy
2.18%
Industrials
10.04%
Information Technology
30.19%
Defensive
22.98%
Consumer Staples
5.82%
Health Care
17.16%
Utilities
0.00%
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