Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.19%
Stock 97.47%
Bond 0.72%
Convertible 0.00%
Preferred 0.00%
Other 0.62%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 76.65%
Mid 14.65%
Small 8.70%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.31%    % Emerging Markets: 0.87%    % Unidentified Markets: 1.82%

Americas 75.49%
74.78%
Canada 2.49%
United States 72.29%
0.71%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.97%
United Kingdom 4.07%
11.67%
Denmark 0.16%
France 1.77%
Germany 1.69%
Ireland 0.97%
Italy 0.81%
Netherlands 2.36%
Norway 0.77%
Spain 0.74%
Sweden 0.31%
Switzerland 2.08%
0.00%
0.23%
Israel 0.23%
Greater Asia 6.72%
Japan 4.18%
0.35%
Australia 0.35%
1.32%
Hong Kong 1.32%
0.87%
China 0.87%
Unidentified Region 1.82%

Stock Sector Exposure

Cyclical
28.30%
Materials
2.84%
Consumer Discretionary
11.13%
Financials
13.83%
Real Estate
0.50%
Sensitive
51.08%
Communication Services
11.11%
Energy
3.24%
Industrials
9.48%
Information Technology
27.25%
Defensive
17.05%
Consumer Staples
5.45%
Health Care
10.69%
Utilities
0.91%
Not Classified
3.57%
Non Classified Equity
1.17%
Not Classified - Non Equity
2.41%
As of April 30, 2026
View Region Exposure
Start Trial

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