Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.24%
Stock 58.59%
Bond 39.46%
Convertible 0.00%
Preferred 0.38%
Other 0.33%
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Market Capitalization

As of April 30, 2026
Large 77.44%
Mid 13.59%
Small 8.97%
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Region Exposure

% Developed Markets: 98.38%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.62%

Americas 92.06%
92.06%
Canada 0.01%
United States 92.05%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.19%
United Kingdom 1.60%
3.59%
France 0.00%
Germany 0.02%
Ireland 0.37%
Netherlands 2.23%
Switzerland 0.97%
0.00%
0.00%
Greater Asia 1.14%
Japan 0.00%
0.00%
1.14%
Taiwan 1.14%
0.00%
Unidentified Region 1.62%

Bond Credit Quality Exposure

AAA 0.00%
AA 35.76%
A 4.39%
BBB 33.11%
BB 3.91%
B 1.86%
Below B 0.03%
    CCC 0.03%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.06%
Not Available 20.87%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
31.15%
Materials
4.50%
Consumer Discretionary
6.82%
Financials
16.89%
Real Estate
2.94%
Sensitive
47.33%
Communication Services
3.81%
Energy
3.92%
Industrials
9.44%
Information Technology
30.17%
Defensive
14.61%
Consumer Staples
1.98%
Health Care
8.82%
Utilities
3.81%
Not Classified
0.00%
Non Classified Equity
0.00%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 36.94%
Corporate 42.43%
Securitized 17.41%
Municipal 0.00%
Other 3.22%
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Bond Maturity Exposure

Short Term
3.92%
Less than 1 Year
3.92%
Intermediate
47.93%
1 to 3 Years
16.17%
3 to 5 Years
17.01%
5 to 10 Years
14.76%
Long Term
46.70%
10 to 20 Years
18.10%
20 to 30 Years
28.60%
Over 30 Years
0.00%
Other
1.44%
As of April 30, 2026
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