Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.43%
Stock 79.06%
Bond 14.49%
Convertible 0.00%
Preferred 1.38%
Other 4.63%
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Market Capitalization

As of April 30, 2026
Large 52.33%
Mid 32.39%
Small 15.29%
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Region Exposure

% Developed Markets: 88.01%    % Emerging Markets: 0.00%    % Unidentified Markets: 11.99%

Americas 54.95%
54.95%
Canada 0.92%
United States 54.03%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.61%
United Kingdom 6.89%
19.73%
France 3.09%
Germany 2.94%
Ireland 2.33%
Italy 1.27%
Netherlands 4.04%
Switzerland 4.29%
0.00%
0.00%
Greater Asia 6.45%
Japan 2.61%
0.00%
3.84%
Hong Kong 1.56%
South Korea 2.27%
0.00%
Unidentified Region 11.99%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
B 46.22%
Below B 6.29%
    CCC 6.29%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.60%
Not Available 46.89%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
33.83%
Materials
5.02%
Consumer Discretionary
5.21%
Financials
23.60%
Real Estate
0.00%
Sensitive
35.37%
Communication Services
10.17%
Energy
8.45%
Industrials
10.67%
Information Technology
6.08%
Defensive
23.22%
Consumer Staples
7.57%
Health Care
10.91%
Utilities
4.74%
Not Classified
7.58%
Non Classified Equity
2.61%
Not Classified - Non Equity
4.97%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 0.00%
Corporate 61.00%
Securitized 0.00%
Municipal 0.00%
Other 39.00%
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Bond Maturity Exposure

Short Term
1.93%
Less than 1 Year
1.93%
Intermediate
97.62%
1 to 3 Years
14.71%
3 to 5 Years
49.26%
5 to 10 Years
33.65%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.45%
As of April 30, 2026
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