Asset Allocation

As of April 30, 2024.
Type % Net
Cash 0.26%
Stock 102.2%
Bond 0.24%
Convertible 0.00%
Preferred 0.00%
Other -2.70%
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Market Capitalization

As of April 30, 2024
Large 95.48%
Mid 4.42%
Small 0.10%
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Region Exposure

% Developed Markets: 102.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -2.21%

Americas 99.17%
99.17%
United States 99.17%
0.00%
As of April 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.04%
United Kingdom 1.23%
1.81%
Ireland 1.81%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -2.21%

Stock Sector Exposure

Cyclical
23.67%
Materials
1.92%
Consumer Discretionary
8.00%
Financials
12.34%
Real Estate
1.41%
Sensitive
53.19%
Communication Services
11.10%
Energy
3.58%
Industrials
8.60%
Information Technology
29.91%
Defensive
18.51%
Consumer Staples
8.73%
Health Care
6.80%
Utilities
2.98%
Not Classified
4.63%
Non Classified Equity
4.16%
Not Classified - Non Equity
0.47%
As of April 30, 2024
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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