Asset Allocation

As of April 30, 2026.
Type % Net
Cash 2.96%
Stock 46.33%
Bond 47.48%
Convertible 0.00%
Preferred 3.21%
Other 0.02%
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Market Capitalization

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

% Developed Markets: 35.64%    % Emerging Markets: 64.25%    % Unidentified Markets: 0.11%

Americas 29.59%
4.27%
Canada 0.61%
United States 3.66%
25.33%
Argentina 1.50%
Brazil 4.42%
Chile 1.46%
Colombia 2.09%
Mexico 4.82%
Peru 2.10%
Venezuela 0.49%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.60%
United Kingdom 3.35%
1.40%
Austria 0.03%
Greece 0.10%
Netherlands 0.37%
Spain 0.05%
6.45%
Poland 0.70%
Turkey 2.63%
16.40%
Egypt 1.61%
Nigeria 1.21%
Qatar 0.89%
Saudi Arabia 1.34%
South Africa 3.66%
United Arab Emirates 2.02%
Greater Asia 42.70%
Japan 0.00%
0.00%
22.16%
Hong Kong 4.58%
Singapore 0.19%
South Korea 7.31%
Taiwan 9.91%
20.54%
China 7.47%
India 6.57%
Indonesia 1.99%
Kazakhstan 0.48%
Malaysia 0.62%
Pakistan 0.59%
Philippines 1.20%
Unidentified Region 0.11%

Bond Credit Quality Exposure

AAA 0.00%
AA 6.19%
A 7.00%
BBB 31.54%
BB 27.23%
B 19.04%
Below B 7.28%
    CCC 6.42%
    CC 0.05%
    C 0.50%
    DDD 0.00%
    DD 0.00%
    D 0.31%
Not Rated 0.52%
Not Available 1.19%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
23.24%
Materials
2.56%
Consumer Discretionary
6.84%
Financials
12.24%
Real Estate
1.60%
Sensitive
20.84%
Communication Services
2.01%
Energy
0.00%
Industrials
3.30%
Information Technology
15.53%
Defensive
5.86%
Consumer Staples
4.63%
Health Care
1.06%
Utilities
0.18%
Not Classified
50.05%
Non Classified Equity
0.07%
Not Classified - Non Equity
49.98%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 81.32%
Corporate 16.43%
Securitized 0.00%
Municipal 1.92%
Other 0.33%
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Bond Maturity Exposure

Short Term
4.44%
Less than 1 Year
4.44%
Intermediate
58.62%
1 to 3 Years
12.11%
3 to 5 Years
18.23%
5 to 10 Years
28.29%
Long Term
35.72%
10 to 20 Years
17.68%
20 to 30 Years
17.21%
Over 30 Years
0.83%
Other
1.22%
As of April 30, 2026
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