Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.00%
Stock 95.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.25%
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Market Capitalization

As of April 30, 2026
Large 51.15%
Mid 22.76%
Small 26.08%
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Region Exposure

% Developed Markets: 91.94%    % Emerging Markets: 3.82%    % Unidentified Markets: 4.25%

Americas 91.94%
91.94%
Canada 1.40%
United States 90.53%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 3.82%
Japan 0.00%
0.00%
0.00%
3.82%
China 3.82%
Unidentified Region 4.25%

Stock Sector Exposure

Cyclical
50.44%
Materials
9.49%
Consumer Discretionary
7.03%
Financials
29.03%
Real Estate
4.89%
Sensitive
40.02%
Communication Services
4.35%
Energy
13.46%
Industrials
12.07%
Information Technology
10.14%
Defensive
9.54%
Consumer Staples
2.79%
Health Care
5.53%
Utilities
1.21%
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