Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.00%
Stock 55.43%
Bond 38.16%
Convertible 0.00%
Preferred 0.00%
Other 6.41%
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Market Capitalization

As of April 30, 2026
Large 82.67%
Mid 13.69%
Small 3.64%
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Region Exposure

% Developed Markets: 91.60%    % Emerging Markets: 1.18%    % Unidentified Markets: 7.23%

Americas 63.26%
63.03%
Canada 7.55%
United States 55.48%
0.23%
Mexico 0.08%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.89%
United Kingdom 4.24%
12.65%
Austria 1.20%
Denmark 0.10%
France 2.30%
Germany 0.76%
Greece 0.00%
Ireland 0.46%
Italy 0.03%
Netherlands 0.14%
Norway 0.00%
Spain 1.24%
Sweden 0.73%
Switzerland 3.90%
0.00%
0.00%
Israel 0.00%
Greater Asia 12.62%
Japan 7.31%
0.07%
Australia 0.07%
4.45%
Hong Kong 0.00%
Singapore 2.39%
South Korea 0.54%
Taiwan 1.42%
0.80%
China 0.80%
Unidentified Region 7.23%

Bond Credit Quality Exposure

AAA 0.02%
AA 8.90%
A 8.14%
BBB 27.92%
BB 31.56%
B 14.12%
Below B 1.30%
    CCC 1.29%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.10%
Not Available 7.94%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
28.79%
Materials
3.34%
Consumer Discretionary
8.26%
Financials
14.12%
Real Estate
3.08%
Sensitive
39.00%
Communication Services
4.06%
Energy
7.08%
Industrials
15.46%
Information Technology
12.41%
Defensive
28.95%
Consumer Staples
6.95%
Health Care
14.27%
Utilities
7.73%
Not Classified
3.25%
Non Classified Equity
0.02%
Not Classified - Non Equity
3.23%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 7.99%
Corporate 85.75%
Securitized 0.08%
Municipal 0.00%
Other 6.17%
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Bond Maturity Exposure

Short Term
0.50%
Less than 1 Year
0.50%
Intermediate
77.98%
1 to 3 Years
13.55%
3 to 5 Years
17.06%
5 to 10 Years
47.36%
Long Term
20.32%
10 to 20 Years
5.46%
20 to 30 Years
9.06%
Over 30 Years
5.80%
Other
1.20%
As of April 30, 2026
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