Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.38%
Stock 61.45%
Bond 36.73%
Convertible 0.00%
Preferred 0.00%
Other 0.43%
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Market Capitalization

As of April 30, 2026
Large 85.65%
Mid 14.31%
Small 0.04%
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Region Exposure

% Developed Markets: 95.58%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.42%

Americas 89.71%
89.71%
Canada 0.28%
United States 89.43%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.52%
United Kingdom 0.07%
5.45%
Denmark 0.27%
France 0.48%
Ireland 2.70%
Netherlands 1.85%
Switzerland 0.13%
0.00%
0.00%
Greater Asia 0.35%
Japan 0.26%
0.06%
Australia 0.06%
0.03%
Singapore 0.03%
0.00%
Unidentified Region 4.42%

Bond Credit Quality Exposure

AAA 4.59%
AA 35.06%
A 11.00%
BBB 16.96%
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 5.04%
Not Available 27.35%
Short Term 0.00%
As of April 30, 2026
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Stock Sector Exposure

Cyclical
29.56%
Materials
1.06%
Consumer Discretionary
13.56%
Financials
14.13%
Real Estate
0.81%
Sensitive
55.39%
Communication Services
11.00%
Energy
2.99%
Industrials
7.49%
Information Technology
33.91%
Defensive
15.06%
Consumer Staples
2.80%
Health Care
8.03%
Utilities
4.24%
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 28.88%
Corporate 27.12%
Securitized 43.79%
Municipal 0.06%
Other 0.15%
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Bond Maturity Exposure

Short Term
0.22%
Less than 1 Year
0.22%
Intermediate
54.81%
1 to 3 Years
4.52%
3 to 5 Years
10.21%
5 to 10 Years
40.08%
Long Term
44.97%
10 to 20 Years
16.29%
20 to 30 Years
23.25%
Over 30 Years
5.44%
Other
0.00%
As of April 30, 2026
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