Asset Allocation

As of April 30, 2026.
Type % Net
Cash 3.74%
Stock 89.60%
Bond 6.49%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of April 30, 2026
Large 80.19%
Mid 15.32%
Small 4.50%
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Region Exposure

% Developed Markets: 96.49%    % Emerging Markets: 0.22%    % Unidentified Markets: 3.30%

Americas 93.50%
93.18%
Canada 0.04%
United States 93.15%
0.31%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.82%
United Kingdom 0.78%
2.04%
Ireland 1.70%
Netherlands 0.21%
Switzerland 0.14%
0.00%
0.00%
Greater Asia 0.38%
Japan 0.00%
0.04%
Australia 0.04%
0.35%
Singapore 0.35%
0.00%
Unidentified Region 3.30%

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
21.74%
Materials
2.04%
Consumer Discretionary
7.93%
Financials
9.82%
Real Estate
1.96%
Sensitive
55.24%
Communication Services
13.12%
Energy
1.85%
Industrials
7.50%
Information Technology
32.78%
Defensive
13.39%
Consumer Staples
3.60%
Health Care
8.97%
Utilities
0.81%
Not Classified
9.63%
Non Classified Equity
0.00%
Not Classified - Non Equity
9.63%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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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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