Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.00%
Stock 96.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.68%
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Market Capitalization

As of April 30, 2026
Large 88.76%
Mid 7.76%
Small 3.48%
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Region Exposure

% Developed Markets: 98.22%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.78%

Americas 85.85%
83.96%
Canada 22.85%
United States 61.10%
1.90%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.79%
United Kingdom 2.54%
7.25%
Ireland 4.76%
Sweden 1.32%
Switzerland 1.16%
0.00%
0.00%
Greater Asia 2.57%
Japan 1.46%
0.00%
1.11%
Taiwan 1.11%
0.00%
Unidentified Region 1.78%

Stock Sector Exposure

Cyclical
30.74%
Materials
5.99%
Consumer Discretionary
4.98%
Financials
19.77%
Real Estate
0.00%
Sensitive
51.43%
Communication Services
6.28%
Energy
0.00%
Industrials
14.84%
Information Technology
30.32%
Defensive
17.83%
Consumer Staples
6.32%
Health Care
8.14%
Utilities
3.37%
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