Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.37%
Stock 59.84%
Bond 31.95%
Convertible 0.00%
Preferred 1.65%
Other 6.19%
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Market Capitalization

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

% Developed Markets: 93.38%    % Emerging Markets: 0.32%    % Unidentified Markets: 6.30%

Americas 88.28%
88.26%
Canada 69.20%
United States 19.06%
0.02%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.07%
United Kingdom 2.37%
1.70%
Denmark 0.00%
France 0.54%
Germany 0.73%
Switzerland 0.19%
0.00%
0.00%
Greater Asia 1.35%
Japan 0.49%
0.00%
Australia 0.00%
0.65%
South Korea 0.65%
0.22%
China 0.22%
Unidentified Region 6.30%

Bond Credit Quality Exposure

AAA 33.43%
AA 15.16%
A 17.73%
BBB 26.25%
BB 0.22%
B 0.00%
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 7.21%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
39.83%
Materials
10.03%
Consumer Discretionary
4.07%
Financials
23.89%
Real Estate
1.85%
Sensitive
38.47%
Communication Services
3.96%
Energy
8.07%
Industrials
11.20%
Information Technology
15.24%
Defensive
7.74%
Consumer Staples
2.60%
Health Care
2.80%
Utilities
2.33%
Not Classified
13.96%
Non Classified Equity
5.40%
Not Classified - Non Equity
8.56%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 22.79%
Corporate 44.19%
Securitized 1.87%
Municipal 20.47%
Other 10.69%
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Bond Maturity Exposure

Short Term
0.36%
Less than 1 Year
0.36%
Intermediate
63.86%
1 to 3 Years
7.36%
3 to 5 Years
16.99%
5 to 10 Years
39.51%
Long Term
32.32%
10 to 20 Years
13.36%
20 to 30 Years
14.59%
Over 30 Years
4.37%
Other
3.46%
As of April 30, 2026
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