Asset Allocation

As of April 30, 2026.
Type % Net
Cash -0.34%
Stock 59.82%
Bond 38.82%
Convertible 0.00%
Preferred 0.04%
Other 1.66%
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Market Capitalization

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

% Developed Markets: 91.85%    % Emerging Markets: 1.23%    % Unidentified Markets: 6.93%

Americas 89.10%
87.34%
Canada 0.32%
United States 87.02%
1.76%
Argentina 0.14%
Brazil 0.11%
Colombia 0.11%
Mexico 0.25%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.74%
United Kingdom 0.64%
2.72%
Belgium 0.01%
Denmark 0.03%
France 0.20%
Germany 0.00%
Ireland 1.60%
Italy 0.02%
Netherlands 0.27%
Norway 0.20%
Spain 0.04%
Switzerland 0.33%
0.14%
Poland 0.00%
0.24%
Israel 0.01%
Saudi Arabia 0.00%
South Africa 0.07%
Greater Asia 0.23%
Japan 0.17%
0.04%
Australia 0.04%
0.01%
Singapore 0.00%
0.01%
India 0.01%
Unidentified Region 6.93%

Bond Credit Quality Exposure

AAA 23.22%
AA 32.56%
A 7.70%
BBB 15.89%
BB 5.73%
B 3.20%
Below B 1.21%
    CCC 1.20%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.50%
Not Available 10.00%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
14.89%
Materials
0.45%
Consumer Discretionary
5.96%
Financials
7.70%
Real Estate
0.78%
Sensitive
36.44%
Communication Services
7.45%
Energy
2.24%
Industrials
5.09%
Information Technology
21.66%
Defensive
8.37%
Consumer Staples
1.82%
Health Care
5.77%
Utilities
0.78%
Not Classified
40.29%
Non Classified Equity
0.24%
Not Classified - Non Equity
40.05%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 31.83%
Corporate 28.96%
Securitized 37.62%
Municipal 0.32%
Other 1.28%
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Bond Maturity Exposure

Short Term
1.27%
Less than 1 Year
1.27%
Intermediate
41.50%
1 to 3 Years
8.56%
3 to 5 Years
11.36%
5 to 10 Years
21.57%
Long Term
55.95%
10 to 20 Years
26.75%
20 to 30 Years
19.53%
Over 30 Years
9.66%
Other
1.29%
As of April 30, 2026
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