Asset Allocation

As of April 30, 2026.
Type % Net
Cash 6.34%
Stock 24.66%
Bond 97.84%
Convertible 0.00%
Preferred 2.86%
Other -31.71%
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Market Capitalization

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

% Developed Markets: 31.59%    % Emerging Markets: 1.16%    % Unidentified Markets: 67.25%

Americas 26.77%
22.24%
Canada 0.32%
United States 21.91%
4.53%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.98%
United Kingdom 1.16%
4.82%
Ireland 4.79%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 67.25%

Bond Credit Quality Exposure

AAA 0.22%
AA 1.10%
A 0.02%
BBB 0.19%
BB 18.52%
B 6.78%
Below B 1.38%
    CCC 1.09%
    CC 0.00%
    C 0.28%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 7.56%
Not Available 64.23%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
No Data Available
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 2.51%
Corporate 3.55%
Securitized 52.26%
Municipal 0.00%
Other 41.68%
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Bond Maturity Exposure

Short Term
2.80%
Less than 1 Year
2.80%
Intermediate
45.13%
1 to 3 Years
18.80%
3 to 5 Years
6.28%
5 to 10 Years
20.04%
Long Term
50.20%
10 to 20 Years
30.10%
20 to 30 Years
7.68%
Over 30 Years
12.41%
Other
1.87%
As of April 30, 2026
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