Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.00%
Stock 47.38%
Bond 51.20%
Convertible 0.00%
Preferred 0.03%
Other 1.38%
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Market Capitalization

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

% Developed Markets: 98.46%    % Emerging Markets: 0.29%    % Unidentified Markets: 1.25%

Americas 85.68%
85.25%
Canada 54.58%
United States 30.66%
0.43%
Mexico 0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.05%
United Kingdom 1.92%
5.93%
Austria 0.10%
Belgium 0.09%
Denmark 0.24%
Finland 0.09%
France 0.93%
Germany 0.86%
Ireland 0.57%
Italy 0.37%
Netherlands 0.66%
Norway 0.15%
Portugal 0.02%
Spain 0.43%
Sweden 0.37%
Switzerland 0.84%
0.04%
Poland 0.04%
0.17%
Israel 0.17%
Greater Asia 5.02%
Japan 3.29%
0.81%
Australia 0.78%
0.92%
Hong Kong 0.37%
Singapore 0.49%
0.01%
China 0.01%
Unidentified Region 1.25%

Bond Credit Quality Exposure

AAA 35.26%
AA 13.76%
A 14.65%
BBB 16.30%
BB 9.75%
B 5.46%
Below B 0.09%
    CCC 0.09%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.79%
Not Available 3.94%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
18.36%
Materials
3.68%
Consumer Discretionary
4.06%
Financials
9.84%
Real Estate
0.78%
Sensitive
22.71%
Communication Services
3.56%
Energy
3.89%
Industrials
5.64%
Information Technology
9.63%
Defensive
6.07%
Consumer Staples
2.47%
Health Care
2.48%
Utilities
1.11%
Not Classified
52.86%
Non Classified Equity
0.69%
Not Classified - Non Equity
52.17%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 35.83%
Corporate 43.36%
Securitized 0.00%
Municipal 14.46%
Other 6.35%
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Bond Maturity Exposure

Short Term
1.52%
Less than 1 Year
1.52%
Intermediate
71.51%
1 to 3 Years
16.22%
3 to 5 Years
22.49%
5 to 10 Years
32.80%
Long Term
26.90%
10 to 20 Years
6.01%
20 to 30 Years
17.17%
Over 30 Years
3.72%
Other
0.07%
As of April 30, 2026
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