Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.19%
Stock 68.45%
Bond 26.52%
Convertible 0.00%
Preferred 0.00%
Other 4.84%
View Asset Allocation
Start Trial

Market Capitalization

As of April 30, 2026
Large 75.05%
Mid 16.00%
Small 8.95%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.12%    % Emerging Markets: 0.33%    % Unidentified Markets: 7.55%

Americas 85.80%
84.86%
Canada 1.84%
United States 83.02%
0.94%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.71%
United Kingdom 1.39%
3.32%
Belgium 0.53%
Finland 0.06%
France 0.06%
Germany 0.03%
Ireland 0.63%
Netherlands 0.94%
Sweden 0.15%
Switzerland 0.86%
0.00%
0.00%
Greater Asia 1.95%
Japan 0.08%
0.29%
Australia 0.29%
1.47%
Hong Kong 0.03%
Singapore 0.21%
Taiwan 1.23%
0.10%
China 0.10%
Unidentified Region 7.55%

Bond Credit Quality Exposure

AAA 10.42%
AA 57.64%
A 6.87%
BBB 14.27%
BB 0.02%
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 0.07%
Not Available 10.71%
Short Term 0.00%
As of April 30, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
22.37%
Materials
5.96%
Consumer Discretionary
8.40%
Financials
7.63%
Real Estate
0.39%
Sensitive
57.06%
Communication Services
8.80%
Energy
5.21%
Industrials
13.17%
Information Technology
29.87%
Defensive
11.89%
Consumer Staples
1.46%
Health Care
8.79%
Utilities
1.64%
Not Classified
8.68%
Non Classified Equity
3.31%
Not Classified - Non Equity
5.37%
As of April 30, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 53.34%
Corporate 19.88%
Securitized 26.68%
Municipal 0.06%
Other 0.04%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.00%
Less than 1 Year
3.00%
Intermediate
57.30%
1 to 3 Years
5.17%
3 to 5 Years
15.28%
5 to 10 Years
36.85%
Long Term
39.23%
10 to 20 Years
14.14%
20 to 30 Years
21.65%
Over 30 Years
3.44%
Other
0.47%
As of April 30, 2026
View Bond Maturity Exposure
Start Trial