Asset Allocation

As of April 30, 2026.
Type % Net
Cash 15.53%
Stock 83.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.62%
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Market Capitalization

As of April 30, 2026
Large 99.96%
Mid 0.04%
Small 0.00%
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Region Exposure

% Developed Markets: 37.14%    % Emerging Markets: 46.71%    % Unidentified Markets: 16.15%

Americas 1.76%
1.76%
United States 1.76%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.14%
United Kingdom 0.00%
14.14%
Ireland 10.33%
Switzerland 3.81%
0.00%
0.00%
Greater Asia 67.95%
Japan 0.00%
0.00%
21.24%
Hong Kong 16.59%
Singapore 4.65%
46.71%
China 46.71%
Unidentified Region 16.15%

Stock Sector Exposure

Cyclical
66.84%
Materials
0.00%
Consumer Discretionary
62.94%
Financials
0.84%
Real Estate
3.06%
Sensitive
25.80%
Communication Services
15.56%
Energy
0.00%
Industrials
6.48%
Information Technology
3.76%
Defensive
7.37%
Consumer Staples
0.10%
Health Care
7.26%
Utilities
0.00%
Not Classified
0.00%
Non Classified 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