Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.44%
Stock 77.78%
Bond 16.40%
Convertible 0.00%
Preferred 0.31%
Other 3.07%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 67.18%
Mid 16.35%
Small 16.47%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.33%    % Emerging Markets: 5.49%    % Unidentified Markets: 5.19%

Americas 74.03%
71.64%
Canada 2.58%
United States 69.06%
2.38%
Brazil 1.10%
Mexico 1.16%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.09%
United Kingdom 3.24%
5.46%
France 0.75%
Ireland 0.54%
Italy 1.01%
Netherlands 1.42%
Spain 1.13%
Switzerland 0.57%
1.38%
Czech Republic 0.01%
Turkey 1.38%
0.00%
Greater Asia 10.70%
Japan 2.20%
1.97%
Australia 1.95%
4.70%
Hong Kong 0.21%
Singapore 0.86%
South Korea 1.59%
Taiwan 2.04%
1.84%
China 0.98%
India 0.85%
Unidentified Region 5.19%

Bond Credit Quality Exposure

AAA 0.00%
AA 26.81%
A 0.00%
BBB 0.00%
BB 0.00%
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 73.19%
Short Term 0.00%
As of April 30, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
25.12%
Materials
3.07%
Consumer Discretionary
5.04%
Financials
15.57%
Real Estate
1.44%
Sensitive
45.07%
Communication Services
7.24%
Energy
3.01%
Industrials
10.22%
Information Technology
24.60%
Defensive
10.29%
Consumer Staples
2.20%
Health Care
6.72%
Utilities
1.37%
Not Classified
19.53%
Non Classified Equity
0.15%
Not Classified - Non Equity
19.37%
As of April 30, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 99.99%
Corporate 0.01%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
91.38%
Less than 1 Year
91.38%
Intermediate
8.62%
1 to 3 Years
8.61%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
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
View Bond Maturity Exposure
Start Trial