Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.19%
Stock 56.26%
Bond 39.55%
Convertible 0.01%
Preferred 0.00%
Other 2.99%
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Market Capitalization

As of April 30, 2026
Large 75.44%
Mid 14.17%
Small 10.40%
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Region Exposure

% Developed Markets: 87.77%    % Emerging Markets: 3.80%    % Unidentified Markets: 8.43%

Americas 78.82%
75.27%
Canada 1.60%
United States 73.67%
3.55%
Brazil 1.85%
Chile 0.31%
Mexico 0.22%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.83%
United Kingdom 2.33%
6.50%
France 1.58%
Germany 1.12%
Ireland 1.28%
Netherlands 1.21%
Sweden 0.10%
0.00%
0.00%
Greater Asia 3.92%
Japan 1.04%
0.22%
Australia 0.22%
2.18%
Taiwan 2.18%
0.47%
China 0.47%
Unidentified Region 8.43%

Bond Credit Quality Exposure

AAA 11.66%
AA 43.60%
A 14.71%
BBB 14.90%
BB 0.36%
B 0.00%
Below B 1.26%
    CCC 0.00%
    CC 0.00%
    C 1.26%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.36%
Not Available 13.15%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
35.54%
Materials
5.62%
Consumer Discretionary
9.68%
Financials
16.84%
Real Estate
3.40%
Sensitive
48.56%
Communication Services
9.70%
Energy
0.00%
Industrials
12.78%
Information Technology
26.07%
Defensive
10.96%
Consumer Staples
0.00%
Health Care
10.15%
Utilities
0.81%
Not Classified
4.95%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.95%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 39.16%
Corporate 25.60%
Securitized 34.28%
Municipal 0.64%
Other 0.32%
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Bond Maturity Exposure

Short Term
6.25%
Less than 1 Year
6.25%
Intermediate
37.32%
1 to 3 Years
4.52%
3 to 5 Years
8.02%
5 to 10 Years
24.78%
Long Term
56.10%
10 to 20 Years
17.48%
20 to 30 Years
30.54%
Over 30 Years
8.08%
Other
0.32%
As of April 30, 2026
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