Asset Allocation

As of April 30, 2026.
Type % Net
Cash -0.10%
Stock 88.23%
Bond 8.52%
Convertible 0.00%
Preferred 0.00%
Other 3.35%
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Market Capitalization

As of April 30, 2026
Large 75.01%
Mid 16.51%
Small 8.48%
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Region Exposure

% Developed Markets: 99.95%    % Emerging Markets: 0.02%    % Unidentified Markets: 0.03%

Americas 99.52%
96.16%
Canada 89.78%
United States 6.38%
3.36%
Chile 0.00%
Mexico 0.01%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.40%
United Kingdom 0.04%
0.35%
France 0.14%
Germany 0.02%
Ireland 0.17%
Netherlands 0.02%
0.00%
0.00%
Greater Asia 0.05%
Japan 0.04%
0.01%
Australia 0.01%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 0.03%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
56.66%
Materials
18.01%
Consumer Discretionary
2.72%
Financials
33.47%
Real Estate
2.46%
Sensitive
28.35%
Communication Services
0.66%
Energy
13.75%
Industrials
12.68%
Information Technology
1.26%
Defensive
9.34%
Consumer Staples
3.46%
Health Care
1.08%
Utilities
4.80%
Not Classified
5.65%
Non Classified Equity
5.65%
Not Classified - Non Equity
0.00%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 37.49%
Corporate 56.24%
Securitized 0.00%
Municipal 0.00%
Other 6.27%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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