Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.93%
Stock 95.65%
Bond 3.33%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of April 30, 2026
Large 74.44%
Mid 15.36%
Small 10.20%
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Region Exposure

% Developed Markets: 98.97%    % Emerging Markets: 0.05%    % Unidentified Markets: 0.98%

Americas 96.50%
96.18%
United States 96.18%
0.32%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.84%
United Kingdom 0.63%
1.17%
France 0.07%
Ireland 0.52%
Netherlands 0.45%
Switzerland 0.13%
0.00%
0.04%
Israel 0.04%
Greater Asia 0.69%
Japan 0.00%
0.00%
0.69%
Singapore 0.17%
Taiwan 0.51%
0.00%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
22.60%
Materials
1.48%
Consumer Discretionary
14.43%
Financials
6.27%
Real Estate
0.42%
Sensitive
64.42%
Communication Services
12.45%
Energy
0.00%
Industrials
8.16%
Information Technology
43.81%
Defensive
10.81%
Consumer Staples
2.76%
Health Care
7.40%
Utilities
0.65%
Not Classified
2.17%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.17%
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