Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.76%
Stock 98.30%
Bond 0.91%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of April 30, 2026
Large 80.84%
Mid 15.15%
Small 4.01%
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Region Exposure

% Developed Markets: 99.33%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.67%

Americas 96.87%
96.79%
Canada 0.02%
United States 96.77%
0.08%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.23%
United Kingdom 0.46%
1.76%
Ireland 1.34%
Netherlands 0.12%
Switzerland 0.30%
0.00%
0.00%
Greater Asia 0.23%
Japan 0.00%
0.00%
0.23%
Singapore 0.23%
0.00%
Unidentified Region 0.67%

Stock Sector Exposure

Cyclical
25.61%
Materials
1.92%
Consumer Discretionary
9.99%
Financials
11.84%
Real Estate
1.87%
Sensitive
57.44%
Communication Services
10.86%
Energy
3.45%
Industrials
8.49%
Information Technology
34.64%
Defensive
15.38%
Consumer Staples
4.70%
Health Care
8.36%
Utilities
2.31%
Not Classified
1.57%
Non Classified Equity
0.02%
Not Classified - Non Equity
1.55%
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