Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.78%
Stock 92.59%
Bond 3.09%
Convertible 0.00%
Preferred 0.00%
Other 1.54%
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Market Capitalization

As of April 30, 2026
Large 5.96%
Mid 35.94%
Small 58.10%
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Region Exposure

% Developed Markets: 96.25%    % Emerging Markets: 0.78%    % Unidentified Markets: 2.96%

Americas 5.76%
5.05%
Canada 1.90%
United States 3.15%
0.71%
Brazil 0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.26%
United Kingdom 7.87%
36.35%
Belgium 0.66%
Denmark 4.32%
Finland 0.45%
France 7.90%
Germany 2.83%
Greece 1.64%
Ireland 2.12%
Italy 5.49%
Netherlands 2.21%
Spain 4.89%
Sweden 1.24%
Switzerland 1.56%
0.00%
2.03%
Israel 2.03%
Greater Asia 45.02%
Japan 34.04%
9.15%
Australia 9.15%
1.75%
South Korea 0.80%
Taiwan 0.95%
0.08%
India 0.00%
Malaysia 0.08%
Unidentified Region 2.96%

Stock Sector Exposure

Cyclical
32.03%
Materials
9.39%
Consumer Discretionary
6.90%
Financials
12.40%
Real Estate
3.34%
Sensitive
51.99%
Communication Services
1.31%
Energy
2.68%
Industrials
31.44%
Information Technology
16.56%
Defensive
9.84%
Consumer Staples
4.98%
Health Care
3.39%
Utilities
1.47%
Not Classified
6.13%
Non Classified Equity
0.56%
Not Classified - Non Equity
5.57%
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