Asset Allocation

As of April 30, 2026.
Type % Net
Cash 1.93%
Stock 88.04%
Bond 5.60%
Convertible 0.00%
Preferred 0.00%
Other 4.43%
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Market Capitalization

As of April 30, 2026
Large 72.90%
Mid 12.60%
Small 14.50%
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Region Exposure

% Developed Markets: 97.07%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.93%

Americas 94.46%
91.18%
Canada 59.46%
United States 31.72%
3.28%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.62%
United Kingdom 0.00%
2.62%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.93%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
46.20%
Materials
8.74%
Consumer Discretionary
9.07%
Financials
28.39%
Real Estate
0.00%
Sensitive
39.75%
Communication Services
9.62%
Energy
3.62%
Industrials
16.11%
Information Technology
10.40%
Defensive
8.24%
Consumer Staples
3.86%
Health Care
4.38%
Utilities
0.00%
Not Classified
5.81%
Non Classified Equity
5.81%
As of April 30, 2026
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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