Asset Allocation

As of April 30, 2026.
Type % Net
Cash 7.72%
Stock 61.06%
Bond 31.30%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of April 30, 2026
Large 83.52%
Mid 13.88%
Small 2.60%
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Region Exposure

% Developed Markets: 103.2%    % Emerging Markets: 1.04%    % Unidentified Markets: -4.22%

Americas 97.67%
96.90%
Canada 0.77%
United States 96.13%
0.77%
Colombia 0.13%
Mexico 0.56%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.66%
United Kingdom 1.08%
4.58%
France 0.39%
Germany 0.21%
Ireland 2.48%
Netherlands 0.62%
Norway 0.11%
Spain 0.31%
Switzerland 0.11%
0.00%
0.00%
Greater Asia 0.90%
Japan 0.00%
0.39%
Australia 0.39%
0.51%
Singapore 0.51%
0.00%
Unidentified Region -4.22%

Bond Credit Quality Exposure

AAA 12.13%
AA 42.98%
A 8.23%
BBB 23.46%
BB 3.62%
B 0.00%
Below B 0.19%
    CCC 0.19%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.67%
Not Available 8.72%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
27.28%
Materials
1.88%
Consumer Discretionary
11.50%
Financials
12.07%
Real Estate
1.83%
Sensitive
57.89%
Communication Services
10.89%
Energy
3.51%
Industrials
8.45%
Information Technology
35.04%
Defensive
14.83%
Consumer Staples
3.86%
Health Care
8.57%
Utilities
2.40%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 33.71%
Corporate 42.31%
Securitized 23.98%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
2.80%
Less than 1 Year
2.80%
Intermediate
46.15%
1 to 3 Years
7.11%
3 to 5 Years
14.39%
5 to 10 Years
24.65%
Long Term
50.14%
10 to 20 Years
11.56%
20 to 30 Years
32.35%
Over 30 Years
6.23%
Other
0.91%
As of April 30, 2026
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