Asset Allocation

As of April 30, 2026.
Type % Net
Cash 3.11%
Stock 93.35%
Bond 3.30%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 32.37%
Mid 18.89%
Small 48.74%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 86.81%    % Emerging Markets: 9.89%    % Unidentified Markets: 3.30%

Americas 19.73%
9.83%
Canada 6.48%
United States 3.35%
9.89%
Brazil 2.55%
Mexico 3.66%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.22%
United Kingdom 19.43%
44.51%
Austria 4.08%
Belgium 1.53%
Denmark 1.31%
France 14.88%
Germany 9.22%
Netherlands 3.81%
Sweden 3.10%
Switzerland 2.90%
0.00%
2.29%
Israel 2.29%
Greater Asia 10.75%
Japan 4.86%
1.37%
Australia 1.37%
4.53%
Hong Kong 4.53%
0.00%
Unidentified Region 3.30%

Stock Sector Exposure

Cyclical
32.16%
Materials
12.23%
Consumer Discretionary
10.80%
Financials
9.13%
Real Estate
0.00%
Sensitive
31.41%
Communication Services
7.08%
Energy
4.19%
Industrials
10.34%
Information Technology
9.80%
Defensive
28.32%
Consumer Staples
20.60%
Health Care
7.73%
Utilities
0.00%
Not Classified
8.11%
Non Classified Equity
1.74%
Not Classified - Non Equity
6.36%
As of April 30, 2026
View Region Exposure
Start Trial

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