Asset Allocation

As of April 30, 2026.
Type % Net
Cash 11.88%
Stock 85.08%
Bond 0.00%
Convertible 0.00%
Preferred 2.91%
Other 0.13%
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Market Capitalization

As of April 30, 2026
Large 97.61%
Mid 2.39%
Small 0.00%
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Region Exposure

% Developed Markets: 85.87%    % Emerging Markets: 12.36%    % Unidentified Markets: 1.77%

Americas 9.50%
6.30%
Canada 5.99%
United States 0.30%
3.21%
Mexico 3.21%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.46%
United Kingdom 12.46%
38.00%
France 8.61%
Germany 11.60%
Ireland 2.40%
Italy 6.30%
Netherlands 4.09%
Sweden 2.01%
Switzerland 2.98%
0.00%
0.00%
Greater Asia 38.27%
Japan 17.20%
0.00%
11.91%
Hong Kong 3.98%
South Korea 3.61%
Taiwan 4.33%
9.16%
China 4.82%
India 2.12%
Indonesia 2.22%
Unidentified Region 1.77%

Stock Sector Exposure

Cyclical
44.15%
Materials
8.48%
Consumer Discretionary
14.98%
Financials
20.69%
Real Estate
0.00%
Sensitive
38.82%
Communication Services
6.52%
Energy
0.00%
Industrials
15.58%
Information Technology
16.72%
Defensive
17.03%
Consumer Staples
3.64%
Health Care
9.61%
Utilities
3.78%
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