Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.27%
Stock 99.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.09%
Other 0.09%
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Market Capitalization

As of April 30, 2026
Large 83.69%
Mid 12.78%
Small 3.53%
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Region Exposure

% Developed Markets: 94.64%    % Emerging Markets: 5.24%    % Unidentified Markets: 0.11%

Americas 23.60%
23.12%
Canada 21.49%
United States 1.63%
0.48%
Brazil 0.00%
Colombia 0.04%
Mexico 0.44%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.59%
United Kingdom 5.53%
31.97%
Belgium 0.99%
Denmark 2.46%
Finland 0.05%
France 3.12%
Germany 5.45%
Ireland 0.36%
Italy 0.43%
Netherlands 0.38%
Norway 0.04%
Portugal 0.03%
Spain 2.69%
Sweden 1.47%
Switzerland 14.50%
0.02%
Turkey 0.02%
0.07%
Israel 0.00%
Saudi Arabia 0.04%
South Africa 0.03%
Greater Asia 38.69%
Japan 29.78%
1.50%
Australia 1.26%
2.74%
Hong Kong 2.10%
South Korea 0.35%
Taiwan 0.29%
4.68%
China 0.51%
India 3.59%
Indonesia 0.34%
Malaysia 0.00%
Thailand 0.23%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
38.95%
Materials
4.47%
Consumer Discretionary
4.96%
Financials
28.40%
Real Estate
1.12%
Sensitive
32.06%
Communication Services
1.31%
Energy
2.72%
Industrials
17.33%
Information Technology
10.70%
Defensive
28.77%
Consumer Staples
9.53%
Health Care
14.14%
Utilities
5.10%
Not Classified
0.22%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.09%
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