Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.07%
Stock 92.88%
Bond 7.04%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of April 30, 2026
Large 61.67%
Mid 23.88%
Small 14.45%
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Region Exposure

% Developed Markets: 99.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.57%

Americas 97.64%
97.64%
Canada 59.90%
United States 37.74%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.78%
United Kingdom 0.94%
0.84%
Ireland 0.84%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.57%

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
32.58%
Materials
7.53%
Consumer Discretionary
6.73%
Financials
18.32%
Real Estate
0.00%
Sensitive
51.67%
Communication Services
0.00%
Energy
26.20%
Industrials
21.31%
Information Technology
4.16%
Defensive
13.41%
Consumer Staples
4.46%
Health Care
8.95%
Utilities
0.00%
Not Classified
2.34%
Non Classified Equity
2.34%
Not Classified - Non Equity
0.00%
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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