Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.28%
Stock 59.62%
Bond 32.01%
Convertible 0.00%
Preferred 1.50%
Other 5.59%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 91.56%    % Emerging Markets: 0.33%    % Unidentified Markets: 8.11%

Americas 84.83%
84.75%
Canada 56.71%
United States 28.05%
0.07%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.31%
United Kingdom 2.86%
2.45%
Denmark 0.16%
France 0.54%
Germany 0.74%
Netherlands 0.37%
Switzerland 0.42%
0.00%
0.00%
Greater Asia 1.75%
Japan 0.49%
0.06%
Australia 0.06%
0.98%
Hong Kong 0.22%
South Korea 0.64%
0.21%
China 0.21%
Unidentified Region 8.11%

Bond Credit Quality Exposure

AAA 12.55%
AA 6.09%
A 7.74%
BBB 20.78%
BB 30.60%
B 11.20%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 11.04%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
40.92%
Materials
10.17%
Consumer Discretionary
4.13%
Financials
24.73%
Real Estate
1.89%
Sensitive
38.75%
Communication Services
4.03%
Energy
8.01%
Industrials
11.24%
Information Technology
15.47%
Defensive
6.99%
Consumer Staples
2.06%
Health Care
2.84%
Utilities
2.09%
Not Classified
13.34%
Non Classified Equity
5.65%
Not Classified - Non Equity
7.68%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 8.37%
Corporate 70.43%
Securitized 1.18%
Municipal 7.94%
Other 12.07%
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Bond Maturity Exposure

Short Term
0.68%
Less than 1 Year
0.68%
Intermediate
65.94%
1 to 3 Years
4.70%
3 to 5 Years
19.19%
5 to 10 Years
42.05%
Long Term
28.50%
10 to 20 Years
7.66%
20 to 30 Years
12.05%
Over 30 Years
8.79%
Other
4.89%
As of April 30, 2026
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