Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.08%
Stock 44.86%
Bond 55.08%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

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

% Developed Markets: 99.49%    % Emerging Markets: 0.65%    % Unidentified Markets: -0.14%

Americas 93.07%
92.84%
Canada 71.47%
United States 21.37%
0.23%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.22%
United Kingdom 1.36%
4.86%
Denmark 0.19%
France 2.46%
Germany 0.62%
Ireland 0.26%
Italy 0.01%
Netherlands 0.91%
Norway 0.09%
Spain 0.08%
Sweden 0.06%
Switzerland 0.19%
0.00%
0.00%
Greater Asia 0.86%
Japan 0.18%
0.04%
Australia 0.04%
0.01%
Taiwan 0.01%
0.62%
China 0.42%
India 0.20%
Unidentified Region -0.14%

Bond Credit Quality Exposure

AAA 16.11%
AA 9.08%
A 18.68%
BBB 32.26%
BB 5.84%
B 5.24%
Below B 0.64%
    CCC 0.58%
    CC 0.00%
    C 0.06%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.55%
Not Available 11.62%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
19.07%
Materials
3.37%
Consumer Discretionary
3.41%
Financials
11.35%
Real Estate
0.94%
Sensitive
20.13%
Communication Services
1.73%
Energy
4.87%
Industrials
5.60%
Information Technology
7.94%
Defensive
8.63%
Consumer Staples
3.79%
Health Care
2.72%
Utilities
2.12%
Not Classified
52.17%
Non Classified Equity
1.11%
Not Classified - Non Equity
51.05%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 12.55%
Corporate 63.64%
Securitized 0.00%
Municipal 11.45%
Other 12.36%
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Bond Maturity Exposure

Short Term
1.31%
Less than 1 Year
1.31%
Intermediate
88.35%
1 to 3 Years
5.74%
3 to 5 Years
12.09%
5 to 10 Years
70.53%
Long Term
10.04%
10 to 20 Years
1.00%
20 to 30 Years
6.29%
Over 30 Years
2.75%
Other
0.29%
As of April 30, 2026
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