Asset Allocation

As of April 30, 2026.
Type % Net
Cash -0.10%
Stock 97.07%
Bond 1.75%
Convertible 0.00%
Preferred 0.00%
Other 1.28%
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Market Capitalization

As of April 30, 2026
Large 60.91%
Mid 28.31%
Small 10.78%
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Region Exposure

% Developed Markets: 99.51%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.49%

Americas 4.56%
4.56%
Canada 4.56%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.07%
United Kingdom 19.03%
44.05%
Finland 1.76%
France 9.29%
Germany 5.67%
Ireland 1.58%
Italy 2.96%
Netherlands 4.90%
Norway 2.33%
Portugal 1.11%
Spain 6.45%
Sweden 1.55%
Switzerland 6.46%
0.00%
0.00%
Greater Asia 31.88%
Japan 17.14%
6.64%
Australia 4.54%
8.09%
Hong Kong 2.41%
Singapore 5.68%
0.00%
Unidentified Region 0.49%

Stock Sector Exposure

Cyclical
34.00%
Materials
3.62%
Consumer Discretionary
9.56%
Financials
19.56%
Real Estate
1.26%
Sensitive
33.59%
Communication Services
9.06%
Energy
5.06%
Industrials
15.17%
Information Technology
4.30%
Defensive
32.41%
Consumer Staples
12.89%
Health Care
11.43%
Utilities
8.10%
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