Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.76%
Stock 67.60%
Bond 31.64%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 66.78%
Mid 20.46%
Small 12.77%
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Region Exposure

% Developed Markets: 99.51%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.49%

Americas 92.06%
92.06%
Canada 70.80%
United States 21.26%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.45%
United Kingdom 2.32%
5.14%
Ireland 5.14%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.49%

Bond Credit Quality Exposure

AAA 7.68%
AA 12.80%
A 27.35%
BBB 38.27%
BB 2.13%
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 0.14%
Not Available 11.63%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
41.61%
Materials
2.79%
Consumer Discretionary
7.24%
Financials
29.42%
Real Estate
2.17%
Sensitive
41.64%
Communication Services
6.09%
Energy
5.79%
Industrials
20.28%
Information Technology
9.47%
Defensive
11.77%
Consumer Staples
2.73%
Health Care
9.04%
Utilities
0.00%
Not Classified
4.98%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.98%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 5.68%
Corporate 58.65%
Securitized 3.80%
Municipal 19.18%
Other 12.68%
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Bond Maturity Exposure

Short Term
12.30%
Less than 1 Year
12.30%
Intermediate
61.95%
1 to 3 Years
14.16%
3 to 5 Years
15.15%
5 to 10 Years
32.65%
Long Term
25.73%
10 to 20 Years
5.81%
20 to 30 Years
12.44%
Over 30 Years
7.47%
Other
0.02%
As of November 30, 2025
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