Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.72%
Stock 91.68%
Bond 6.50%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of April 30, 2026
Large 37.42%
Mid 38.62%
Small 23.96%
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Region Exposure

% Developed Markets: 97.17%    % Emerging Markets: 2.68%    % Unidentified Markets: 0.15%

Americas 70.01%
67.31%
Canada 7.20%
United States 60.11%
2.70%
Brazil 1.26%
Mexico 1.39%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.56%
United Kingdom 6.60%
11.96%
Belgium 1.99%
France 2.31%
Germany 2.14%
Italy 1.28%
Netherlands 0.54%
Spain 3.04%
Sweden 0.64%
0.00%
0.00%
Greater Asia 11.28%
Japan 4.97%
2.35%
Australia 2.35%
3.96%
Hong Kong 2.41%
Singapore 1.55%
0.00%
Unidentified Region 0.15%

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
45.71%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
45.71%
Sensitive
25.98%
Communication Services
1.67%
Energy
17.79%
Industrials
6.52%
Information Technology
0.00%
Defensive
25.68%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
25.68%
Not Classified
2.63%
Non Classified Equity
2.63%
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 0.00%
Corporate 97.58%
Securitized 0.00%
Municipal 0.00%
Other 2.42%
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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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