Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.00%
Stock 60.77%
Bond 36.47%
Convertible 0.00%
Preferred 0.00%
Other 2.77%
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Market Capitalization

As of April 30, 2026
Large 90.30%
Mid 6.69%
Small 3.01%
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Region Exposure

% Developed Markets: 98.35%    % Emerging Markets: 0.03%    % Unidentified Markets: 1.62%

Americas 87.77%
86.54%
Canada 26.51%
United States 60.03%
1.23%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.85%
United Kingdom 3.44%
5.42%
France 0.20%
Ireland 3.15%
Netherlands 0.55%
Sweden 0.78%
Switzerland 0.73%
0.00%
0.00%
Greater Asia 1.76%
Japan 1.00%
0.04%
Australia 0.04%
0.72%
Taiwan 0.72%
0.00%
Unidentified Region 1.62%

Bond Credit Quality Exposure

AAA 0.90%
AA 6.01%
A 34.27%
BBB 52.95%
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 0.97%
Not Available 4.90%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
18.79%
Materials
3.58%
Consumer Discretionary
3.01%
Financials
12.20%
Real Estate
0.00%
Sensitive
32.19%
Communication Services
3.98%
Energy
0.00%
Industrials
9.30%
Information Technology
18.91%
Defensive
11.32%
Consumer Staples
4.14%
Health Care
5.06%
Utilities
2.12%
Not Classified
37.71%
Non Classified Equity
0.00%
Not Classified - Non Equity
37.71%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 0.45%
Corporate 87.96%
Securitized 0.24%
Municipal 0.00%
Other 11.34%
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Bond Maturity Exposure

Short Term
0.92%
Less than 1 Year
0.92%
Intermediate
82.01%
1 to 3 Years
12.91%
3 to 5 Years
15.59%
5 to 10 Years
53.51%
Long Term
17.07%
10 to 20 Years
4.17%
20 to 30 Years
11.91%
Over 30 Years
0.99%
Other
0.00%
As of April 30, 2026
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