Asset Allocation

As of April 30, 2026.
Type % Net
Cash 8.96%
Stock 80.28%
Bond 12.21%
Convertible 0.00%
Preferred 0.00%
Other -1.45%
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Market Capitalization

As of April 30, 2026
Large 56.77%
Mid 40.19%
Small 3.04%
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Region Exposure

% Developed Markets: 82.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 17.15%

Americas 14.31%
14.31%
Canada 10.46%
United States 3.85%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.63%
United Kingdom 4.59%
42.89%
Austria 0.96%
Denmark 2.71%
Finland 2.44%
France 3.97%
Germany 7.59%
Ireland 1.67%
Italy 0.97%
Netherlands 4.08%
Norway 3.80%
Spain 3.81%
Sweden 4.06%
Switzerland 6.83%
0.00%
2.15%
Israel 2.15%
Greater Asia 18.91%
Japan 17.75%
0.00%
1.16%
Singapore 1.16%
0.00%
Unidentified Region 17.15%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
21.56%
Materials
4.86%
Consumer Discretionary
12.68%
Financials
4.02%
Real Estate
0.00%
Sensitive
57.95%
Communication Services
10.28%
Energy
10.97%
Industrials
25.48%
Information Technology
11.21%
Defensive
16.97%
Consumer Staples
2.64%
Health Care
11.76%
Utilities
2.57%
Not Classified
1.89%
Non Classified Equity
1.89%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 4.34%
Corporate 0.01%
Securitized 0.00%
Municipal 0.00%
Other 95.65%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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