Asset Allocation

As of April 30, 2026.
Type % Net
Cash -5.49%
Stock 43.27%
Bond 53.13%
Convertible 0.00%
Preferred 0.41%
Other 8.68%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 88.88%    % Emerging Markets: 1.00%    % Unidentified Markets: 10.11%

Americas 68.41%
67.87%
Canada 1.21%
United States 66.66%
0.54%
Argentina 0.01%
Brazil 0.01%
Chile 0.17%
Colombia 0.01%
Mexico 0.02%
Peru 0.00%
Venezuela 0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.37%
United Kingdom 4.21%
10.99%
Austria 0.28%
Denmark 0.41%
Finland 0.32%
France 2.35%
Germany 0.85%
Ireland 0.67%
Italy 0.78%
Netherlands 1.35%
Norway 0.13%
Spain 1.20%
Sweden 0.34%
Switzerland 1.67%
0.05%
Turkey 0.01%
0.12%
Egypt 0.01%
Nigeria 0.01%
Qatar 0.00%
Saudi Arabia 0.01%
South Africa 0.01%
United Arab Emirates 0.01%
Greater Asia 6.11%
Japan 2.43%
0.12%
Australia 0.12%
3.03%
Hong Kong 0.48%
Singapore 0.36%
South Korea 0.55%
Taiwan 1.51%
0.52%
China 0.46%
Indonesia 0.01%
Kazakhstan 0.00%
Pakistan 0.00%
Philippines 0.00%
Unidentified Region 10.11%

Bond Credit Quality Exposure

AAA 9.52%
AA 19.95%
A 4.85%
BBB 7.93%
BB 12.03%
B 10.42%
Below B 1.33%
    CCC 1.33%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.74%
Not Available 33.22%
Short Term 0.00%
As of April 30, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
12.54%
Materials
1.17%
Consumer Discretionary
3.68%
Financials
7.44%
Real Estate
0.25%
Sensitive
23.11%
Communication Services
4.67%
Energy
2.06%
Industrials
4.76%
Information Technology
11.62%
Defensive
7.56%
Consumer Staples
2.75%
Health Care
4.20%
Utilities
0.61%
Not Classified
0.00%
Non Classified Equity
0.00%
As of April 30, 2026
View Region Exposure
Start Trial

Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 6.44%
Corporate 38.30%
Securitized 52.51%
Municipal 0.01%
Other 2.73%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.33%
Less than 1 Year
0.33%
Intermediate
40.02%
1 to 3 Years
3.36%
3 to 5 Years
13.40%
5 to 10 Years
23.25%
Long Term
57.01%
10 to 20 Years
10.53%
20 to 30 Years
41.56%
Over 30 Years
4.92%
Other
2.64%
As of April 30, 2026
View Bond Maturity Exposure
Start Trial