Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.00%
Stock 54.11%
Bond 41.88%
Convertible 0.00%
Preferred 1.09%
Other 2.92%
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Market Capitalization

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

% Developed Markets: 97.31%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.69%

Americas 91.21%
90.73%
Canada 64.14%
United States 26.60%
0.48%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.58%
United Kingdom 2.52%
3.06%
France 0.97%
Germany 0.55%
Ireland 0.07%
Spain 0.48%
Sweden 0.19%
Switzerland 0.80%
0.00%
0.00%
Greater Asia 0.52%
Japan 0.00%
0.52%
Australia 0.52%
0.00%
0.00%
Unidentified Region 2.69%

Bond Credit Quality Exposure

AAA 38.59%
AA 12.66%
A 24.78%
BBB 20.25%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.85%
Not Available 1.87%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
49.39%
Materials
3.00%
Consumer Discretionary
5.70%
Financials
20.70%
Real Estate
19.99%
Sensitive
30.65%
Communication Services
4.67%
Energy
3.85%
Industrials
13.20%
Information Technology
8.93%
Defensive
12.17%
Consumer Staples
4.06%
Health Care
8.10%
Utilities
0.00%
Not Classified
7.79%
Non Classified Equity
3.55%
Not Classified - Non Equity
4.24%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 38.67%
Corporate 35.72%
Securitized 0.00%
Municipal 17.41%
Other 8.20%
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Bond Maturity Exposure

Short Term
3.89%
Less than 1 Year
3.89%
Intermediate
73.23%
1 to 3 Years
11.40%
3 to 5 Years
22.91%
5 to 10 Years
38.92%
Long Term
22.87%
10 to 20 Years
3.28%
20 to 30 Years
19.60%
Over 30 Years
0.00%
Other
0.00%
As of April 30, 2026
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