Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.51%
Stock 70.46%
Bond 27.10%
Convertible 0.00%
Preferred 0.00%
Other 0.94%
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Market Capitalization

As of April 30, 2026
Large 39.80%
Mid 22.89%
Small 37.31%
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Region Exposure

% Developed Markets: 96.34%    % Emerging Markets: 2.72%    % Unidentified Markets: 0.94%

Americas 56.33%
53.60%
Canada 2.09%
United States 51.52%
2.72%
Mexico 2.72%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.97%
United Kingdom 14.55%
18.57%
Austria 0.41%
France 6.28%
Netherlands 5.28%
Spain 4.68%
Switzerland 1.18%
0.00%
1.86%
Israel 1.86%
Greater Asia 7.76%
Japan 5.76%
0.00%
2.00%
Hong Kong 2.00%
0.00%
India 0.00%
Unidentified Region 0.94%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.90%
A 7.98%
BBB 41.68%
BB 29.31%
B 16.78%
Below B 3.35%
    CCC 3.35%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.00%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
23.02%
Materials
2.36%
Consumer Discretionary
16.77%
Financials
3.82%
Real Estate
0.07%
Sensitive
53.13%
Communication Services
10.99%
Energy
0.00%
Industrials
20.97%
Information Technology
21.16%
Defensive
23.85%
Consumer Staples
6.17%
Health Care
17.68%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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 0.90%
Corporate 99.10%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
4.58%
Less than 1 Year
4.58%
Intermediate
95.42%
1 to 3 Years
42.46%
3 to 5 Years
25.09%
5 to 10 Years
27.87%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of April 30, 2026
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