Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.49%
Stock 86.36%
Bond 8.22%
Convertible 0.00%
Preferred 0.00%
Other 4.93%
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Market Capitalization

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

% Developed Markets: 90.33%    % Emerging Markets: 4.81%    % Unidentified Markets: 4.86%

Americas 75.87%
74.50%
Canada 29.69%
United States 44.81%
1.37%
Brazil 0.38%
Mexico 0.23%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.41%
United Kingdom 2.83%
9.58%
Denmark 1.10%
France 3.21%
Germany 0.42%
Ireland 0.82%
Italy 0.10%
Netherlands 1.80%
Norway 0.06%
Spain 0.88%
Sweden 0.60%
Switzerland 0.55%
0.00%
0.00%
Greater Asia 6.86%
Japan 0.72%
0.03%
Australia 0.03%
2.54%
Hong Kong 0.55%
Singapore 0.49%
South Korea 0.40%
Taiwan 1.10%
3.57%
China 2.16%
India 1.14%
Indonesia 0.11%
Philippines 0.06%
Thailand 0.11%
Unidentified Region 4.86%

Bond Credit Quality Exposure

AAA 19.20%
AA 0.00%
A 5.43%
BBB 11.90%
BB 21.59%
B 26.51%
Below B 3.22%
    CCC 2.93%
    CC 0.00%
    C 0.29%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.45%
Not Available 11.70%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
33.19%
Materials
5.27%
Consumer Discretionary
10.45%
Financials
16.85%
Real Estate
0.61%
Sensitive
42.27%
Communication Services
5.59%
Energy
2.93%
Industrials
10.96%
Information Technology
22.78%
Defensive
15.72%
Consumer Staples
7.95%
Health Care
5.57%
Utilities
2.19%
Not Classified
8.83%
Non Classified Equity
1.43%
Not Classified - Non Equity
7.40%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 33.58%
Corporate 60.57%
Securitized 0.00%
Municipal 0.00%
Other 5.85%
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Bond Maturity Exposure

Short Term
6.18%
Less than 1 Year
6.18%
Intermediate
80.08%
1 to 3 Years
19.07%
3 to 5 Years
36.92%
5 to 10 Years
24.09%
Long Term
12.26%
10 to 20 Years
0.00%
20 to 30 Years
4.29%
Over 30 Years
7.97%
Other
1.48%
As of April 30, 2026
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