Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.35%
Stock 99.35%
Bond 0.33%
Convertible 0.00%
Preferred 0.06%
Other -0.08%
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Market Capitalization

As of April 30, 2026
Large 2.02%
Mid 3.60%
Small 94.38%
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Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.28%

Americas 97.42%
94.52%
Canada 3.90%
United States 90.62%
2.90%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.30%
United Kingdom 0.00%
1.47%
Belgium 0.45%
Ireland 0.60%
Netherlands 0.42%
0.00%
0.83%
Israel 0.83%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
20.10%
Materials
4.07%
Consumer Discretionary
7.19%
Financials
7.81%
Real Estate
1.03%
Sensitive
51.55%
Communication Services
2.29%
Energy
2.87%
Industrials
23.92%
Information Technology
22.47%
Defensive
26.99%
Consumer Staples
1.59%
Health Care
22.87%
Utilities
2.53%
Not Classified
1.36%
Non Classified Equity
0.73%
Not Classified - Non Equity
0.63%
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